Founder & CEO
Sean Humeston was born and raised in Orange County, California where he began his career as a musician in a rock band in 1996 through 2003. During that time, he completed 14 national tours and played in several groups sharing his talents. Sean played bass guitar in these bands, but more importantly he played a huge role in the financial success of these groups. From budgeting to promotion, he developed a passion for finance. Sean then decided to make a shift in his trade and became a licensed retirement planner in 2001, where he specialized in working with school teachers. In 2008, he started Shoreline Financial Services LLC. After 14 years in the financial industry, his areas of expertise have now broadened to include estate and retirement planning, personal budgeting, wealth transfer as well as insurance and income planning. Sean is a proud member of the Better Business Bureau, National Ethics Association and the Association of Financial Educators.
Sean now resides in Queen Creek, Arizona with his 2 daughters and 2 sons. He actively sponsors the sports department at Higley High School, where his daughters attend. Outside of the office, he loves traveling and spending time with his family. He still has maintained his passion for music over the years and actively plays the piano, guitar and bass.
Debi Wiley was raised on the island of Kodiak, Alaska where she and her husband Wes own a fishing site and commercial fish for salmon part of the year. When not fishing, they reside on Mesa, Arizona. Debi works with Shoreline Financial as a seasonal retirement planner. She has a great skill in helping hard working fisherman plan for their retirement while offering products and services to tailor to their specific needs. When working in Arizona, she shares the same planning concepts to her local clients.
It is important to recognize that Debi was a client of Shoreline Financial’ s first, then became a licensed agent after discovering a passion for the business. She feels that many Americans are lacking the education and need for a plan. We are proud to have her as part of our team.
Eric Brasch is an Arizona native and a veteran of the U.S. Navy. Upon leaving the Navy, Eric fulfilled his lifelong dream of becoming a professional golfer and toured the world for over 8 years. After he met his wife, he decided to stay at home and teach golf at several local golf courses including Trilogy at Power Ranch, where he was the Head Golf Professional and Director of Golf.
Eric left the golf business to pursue the mortgage industry where he worked from 2004-2007. In 2008, he took a great interest in financial planning and insurance services. Eric quickly became one of the top producers for Farm Bureau Financial Services and won many awards including Top Agent of the Year in 2008. In 2009, he began to work at Shoreline Financial Services as a financial consultant and department manager for the mortgage division of Shoreline. Eric can provide all types of mortgage assistance from refinances and purchases to home equity lines and even reverse mortgages. His number one goal is to educate clients on the many products that are available in both the mortgage industry as well as the financial world.
Eric now resides in Gilbert, Arizona with his wife, daughter, son, and a new foreign exchange student each school year. Eric still enjoys playing golf as well as traveling abroad with his family to visit past exchange students they have hosted.
Jacquelyn Leto was born and raised in Milwaukee, Wisconsin where she began her career in the medical field at the young age of seventeen. However, after dealing with the Midwest winters her whole life, she decided to pack up her things and move to sunny Arizona. She quickly landed a position with a commercial real estate and leasing company back in 2005. Her daily responsibilities consisted of sales, client relations, accounting and managing the administration staff. In 2011, she joined the Shoreline Financial Team as the Operations Manager. Her day to day duties include agent support, client relations and all back office operations.
Jackie lives in Gilbert, Arizona.
Registered Arizona Tax Preparer
Axel Williams is the owner of Gilbert Tax Center and has been a registered tax preparer for 33 years. He graduated from San Diego State University. Axel specializes in personal tax returns, small business returns, partnerships, LLC’s and corporations. Gilbert Tax Center is conveniently located in Central Gilbert.
Axel’s clients frequently comment that they never expected to find a “tax man” with such a great grasp of numbers AND someone so personable. He is accessible to his clients all year for questions or consultations. Axel achieved the status of Registered Tax Return Preparer with the IRS and updates his education to maintain this level of expertise and status. Gilbert Tax Center’s motto is, “Don’t Worry, It’s Handled!”
Axel’s wife, Wendy, is frequently in the office with the staff. His dog, Jake just stays home. When he is not immersed in tax season, Axel can be found on a local golf course or at the BBQ smoker.
Gary began his financial career with a Bachelor of Science degree in Accountancy from Arizona State University in 1995. After graduation, he worked in corporate accounting for American Express on various project teams including: account reconciliations, systems’ integrity, and financial reporting. Beginning in 2001, he worked as a mortgage banker at Wells Fargo Bank. In 2005, he started his financial planning career with Edward Jones Investments and eventually became a branch manager with Raymond James Financial Services. In 2011, he completed the rigorous course work and passed the test to become a Certified Financial Planner™ and a Certified Public Accountant in 2012. He holds the following securities licenses: Series 7, 63, 9 and 10. He also holds life, health and disability insurance licenses.
Gary excels at taking a very broad view of his clients’ financial situation. He enjoys teaching and explaining in detail the principles, products, and strategies involved in carrying out a well-established financial plan.
Gary has a beautiful wife who he is very proud of, 6 children, and 2 grandchildren. Gary served a 2-year mission for his church at the age of 19 in Buenos Aires, Argentina where he gained valuable experience in working with people from all walks of life.
Grant has been a Partner at Dynamic Wealth Management since 2012. Grant brings a positive attitude to work each day and prides himself on customer service. He has always been interested in finance and in the stock market. He decided in High School that he wanted to become a Financial Advisor and has stuck to his plan ever since. Grant was very involved in the Boy Scouts of America in his youth and achieved the rank of Eagle Scout. After High School Grant dedicated two years of his life to a service mission in Chicago; where he worked predominantly with the Spanish speaking members of the community. After he returned from Chicago, he pursued his education at the LDS Business College, where he earned a degree in business and a certification in accountancy. He now holds both the series 7 and the series 66 security licenses through Leigh Baldwin & Co., LLC. Grant is happily married to his beautiful wife Chelsea and he is the proud father of three sons and one daughter.
Securities offered through Leigh Baldwin & Co., LLC. Member FINRA/SIPC. Fee-Based investments through Dynamic Wealth Advisors, a Registered Investment Advisor.