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Sheldon D. Sweeney

Sheldon D. Sweeney

Financial Adviser

Sheldon began his professional career in the maritime industry after graduating from California Maritime Academy with a B.S. Degree in Nautical Industrial Technology. He progressed quickly from working at the Port of Los Angeles to the Port of Seattle, Terminal 25 Manager position for a major container shipping corporation. He was soon promoted to be the Logistical Coordinator for all inter-island cargo shipped from the mainland to the Port of Honolulu. After years of overseeing corporate operations and resolving union labor issues, Sheldon desired to work in a more autonomous environment and utilize his people skills in a sales career.

Sheldon moved his family back to Seattle and excelled in sales for a local material handling dealership. During this time Sheldon learned a great deal about operating a small business such as budgeting and the daily challenges they encounter when growing and competing. Ultimately, his love for client service led him to pursue a career in financial services as a Protection Specialist with a major fraternal insurer. The success Sheldon enjoyed in the financial services industry inspired him in 2012 to join Pacific Capital Resource Group, Inc. (PCRG) in Bellevue, Washington.

Sheldon is proud to be associated with PCRG. PCRG is an independent financial services firm with branch offices in Bellevue & Seattle, Washington and Lake Oswego, Oregon. PCRG provides financial professionals an environment to flourish through shared resources and expert knowledge across the disciplines of insurance, investment, and strategic financial solutions.

Recently, Sheldon assisted his friend and colleague Paul Martin, CLU, ChFC transition into retirement. Paul has had a long and successful career with years of expertise specifically in the area of business insurance and succession planning. Today, Sheldon services many of Paul's clients and satisfies the needs of a diverse clientele. When asked, Sheldon explains "My favorite part of the planning process is witnessing the peace that our clients experience after we identify their goals and objectives and give them the best strategies to attain them."

Sheldon enjoys welcoming new clients to their team and helping them discover why strategic planning is important to their family and their business. He is very engaged in the local communities of Bellevue, Seattle, and at his home in Maple Valley. Sheldon is a member of the Bellevue Breakfast Rotary Club and the Elder Move Alliance. He volunteers at his Catholic parish with a focus on prayer ministry and helps with his Down syndrome daughter Charlotte in Special Olympic events. When not working, Sheldon enjoys family time with his children and his wife Debbie, as well as swimming, hiking, and golf.