Sean Cagle
Scottsdale
Summary
Professional with strong background in planning and strategy. Known for effective team collaboration, adaptability, and delivering high-impact results. Recognized for leadership, problem-solving abilities, and commitment to excellence.
Overview
2026
2026
years of professional experience
Work History
Senior Estate Planning Partner
The Financial Architects
2025 - Current
- Provide outstanding service to all individuals, promoting effective, and lasting business relationships.
- Achieve successful client outcomes by identifying and addressing their unique needs and goals.
- Stay informed on industry developments and market trends to gain competitive advantage.
- Network with other professionals and organizations to expand contacts and opportunities.
Senior Estate Planning Consultant
Family Tree Estate Planning
2015 - 2025
- Scheduled and presented Estate Planning consultations throughout the entire state of Arizona
- Educated clients and our associates on every aspect of a proper Estate Plan
- Presented complex planning information in accessible formats for diverse audiences, fostering
Bartender
Blue Wasabi
01.2013 - 2015
- Ensure customer satisfaction throughout dining experience, while working in a fast-paced atmosphere.
- Served high customer volumes during special events, nights, and weekends.
Manager
5th and Wine
2010 - 2012
- Managed all Front of House associates including day to day responsibilities, schedule, hiring and firing process
- Booked corporate and private events
- Managed guest relations inside and outside of the restaurant
Server Trainer/Bartender
Fleming’s Steakhouse and Wine Bar
2002 - 2010
- Trained new associates to learn, understand and practice the standards, policies and expectations of the restaurant
- Knowledgeable in wine and food pairing
- Hosted corporate and private events
- Promoted four times in 10 year history with the company
Education
Bachelor of Science - Business Management
Arizona State University
Tempe, AZ01-2009
Associates Degree - Business Management and Entrepreneurship
Scottsdale Community College
Scottsdale, AZ01-2006
Skills
- Cross-Functional Leadership
- Consumer Communication
- Hospitality Experience
- Attention to detail
- Multitasking
Timeline
Bartender
Blue Wasabi
01.2013 - 2015
Senior Estate Planning Partner
The Financial Architects
2025 - Current
Senior Estate Planning Consultant
Family Tree Estate Planning
2015 - 2025
Manager
5th and Wine
2010 - 2012
Server Trainer/Bartender
Fleming’s Steakhouse and Wine Bar
2002 - 2010
Bachelor of Science - Business Management
Arizona State University
Associates Degree - Business Management and Entrepreneurship
Scottsdale Community College
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