Collin J. O'Shea, CPA, CFP®

With a background in accounting, Collin naturally approaches financial planning from an analytical point-of-view. He uses a comprehensive, personalized planning process to understand and develop a client’s entire financial picture – across legal, accounting, insurance, and investment perspectives.  All with an understanding that the human experience extends far beyond the data points.

Collin earned Bachelor of Accounting (2014) and Master of Taxation (2015) degrees from Bentley University while playing four years of Division II Lacrosse. He began his professional career and earned his CPA designation with Boston accounting firms specializing in tax consulting and compliance.  This period also included completion of a bucket list item: a 2017 thru hike of the 2,200-mile Appalachian Trail. 

To expand the scope and impact of services provided to his clients, he joined Lincoln Financial Advisors in 2019 as an independent financial advisor. In 2024, the PS&E, LLC team joined Commonwealth Financial Network in an effort to keep the best technology, resources, and independence for our clients.

While maintaining his CPA designation, Collin became a CERTIFIED FINANCIAL PLANNER® professional in 2025 in an effort to remain at the top of his field while working in the best interest of his clients.  He also holds Series 7 and Series 66 registrations as well as Life, Accident, and Health licenses.

Today, he is back where he grew up, outside of Rochester, NY - now with his wife, Jenny, son, Patrick, and chocolate lab, Bates.  When they have time they enjoy running, reading, and rooting for the Buffalo Bills.