With more than 25 years of experience in wealth management, Shawn McElmoyl brings thoughtful guidance and steady leadership to the families he serves. A fiduciary and lifelong learner, he’s passionate about helping clients make clear, confident financial decisions rooted in understanding and trust. Fascinated by global markets and their influence on portfolios, Shawn provides a perspective that helps clients navigate change with clarity and peace of mind.
Shawn’s dedication to service began early in life. Originally from Portland, Oregon, he attended the University of Oregon on an Army ROTC Scholarship and graduated with high honors before serving eight years as a U.S. Army combat arms officer, earning the rank of Captain. The leadership, integrity, and accountability forged during his military service continue to guide his work with clients and his commitment to helping others succeed.
Before joining Bulman Wealth Group, Shawn held senior leadership roles with several of the nation’s largest financial institutions, where he guided teams and clients through complex financial decisions and market environments. He completed advanced training in Personal Financial Planning at the University of California, Berkeley, deepening his expertise in investment management and behavioral finance.
A natural communicator and educator, Shawn contributes regularly to Your Financial Compass, Bulman Wealth Group’s radio, television, and podcast platform, and leads local workshops designed to help individuals and families navigate retirement with confidence.
Outside of work, Shawn and his wife, Julie, enjoy traveling with their son and exploring new destinations together. A proud Oregon Ducks fan, he rarely misses seeing a game and enjoys cheering on his team. During the winter months, the McElmoyl family can often be found skiing, embracing time outdoors, and the shared joy it brings.
