Lead Financial Advisor

Sean Hilliard, CFP®

Sean’s mission is simple: to help every client live a retirement and a life that is free of worry and full of joy.

Sean is a CERTIFIED FINANCIAL PLANNER™ and serves as a Lead Financial Advisor at Rivertree.

As a graduate of North Carolina State University, Sean earned his Bachelor’s degree in History with a Minor in Music. Since 2016, he has built a career in financial services, beginning at Fidelity, and most recently spending nearly five years at Personal Capital, which was later acquired by Empower.

Throughout his career, Sean has maintained a strong focus on holistic financial planning—helping clients align their investments, tax strategies, and retirement plans with their long-term goals.

Sean’s mission is simple: to help every client live a retirement and a life that is free of worry and full of joy. He believes deeply in the power of education and strives to help clients feel confident in the decisions they make today and tomorrow.

Sean approaches every relationship with the same care and respect he would want for his own family.

Outside of work, Sean enjoys spending time with his wife, Koren, their three daughters, one son, and their energetic dog. An avid Carolina Hurricanes fan, he can often be found cheering on his team or spending time outdoors with his family—whether it’s a walk through the neighborhood or a hike in one of the nation’s beautiful forests.