Shawn Edelen

Shawn Edelen

Financial Advisor

 

1201 Story Avenue, Suite 230

Louisville, KY 40206

Phone: 502-694-9934

Email: shawn@bluecapfg.com

 

 

1) Hometown:  I was born and raised in Floyds Knobs, IN.

2) Education: I earned my Bachelors of Science in Business (Finance Concentration) from the University of Louisville.

3) First Job: When I was about 12, I spent the summers working for my grandfather’s remodeling business digging footers, carrying shingles, etc.  I found my first formal job at the age of 14 working in the kitchen of Mount St. Francis retreat center.

4) Family and Personal Life:  My wife Alli, and I live in New Albany, IN with our two young sons, Hayes and Crosby.

5) Why did you become a Financial Advisor:  Personal finance was often discussed openly in our home when I was young, and as a result, I became very interested in the topic.  Somewhere along the way that interest spilled over into a career.  I enjoy helping families understand their situations in hopes of making sound financial decisions.

6) Most Profound client experience:  I will never grow tired of seeing the look on a person’s face when they truly understand (often for the first time in their lives) a financial topic we discuss.  That sense of clarity and confidence is something we try to instill in all of our clients’ lives.

7) What do clients need to know about Bluecap:  Our “laid back” team chemistry helps create a comfortable and fun environment for our clients.  Our team takes great pride in the level of advice we give.  We strive to meet people where they are financially and emotionally.  We empower them with the tools and knowledge they need to take the next steps toward accomplishing their goals.

8) Best Business Advice:  “Travel is the enemy of ignorance.”  Although this may fall more in the “life advice” category, I have found it to be invaluable in the business world.  I spent 6 months studying international finance in Holland while at UofL.   This experience helped me develop a different view of other cultures.  In a career where we are constantly connecting with new and different people, it is important to keep an open mind when tailoring advice to their specific situation.

9) What is something most people don’t know about you:  I was the Cardinal Bird Mascot for the University of Louisville while in college.  Spending time on the field or court with the teams as a giant stuffed animal was a character building experience.