Peace of mind generates real returns.
Clear advice.
Thoughtful Planning. Lifelong Partnership.
Whether you’re building a business, moving through life’s transitions, or just need to regain control, Sendera provides the calm, clarity, and confidence to move forward with purpose. From growth to transition, complexity to opportunity, Sendera brings thoughtful perspective and steady partnership to every step of your financial path.
We don’t just manage wealth. We navigate it with you.
Simplifying complexity
The financial world is complicated. Yours doesn’t have to be.
Creating your trail map
Knowing where you are is the first step to knowing where you want to go. We help you chart the best route, anticipate obstacles, and plan for what’s next.
Your sounding board
Whether you’re an executive, a business owner, or overseeing your own finances, we can help you workshop your thoughts to sharpen ideas and see your plans clearly.
Your knowledge partner
The biggest financial transactions and transitions happen only a handful of times in life. We provide insights on these topics so you can make the best decisions for your journey.
A Path Built on Purpose
Our mission is to bring calm, clarity, and confidence to your financial life creating the peace of mind that generates real returns.
At Sendera every relationship begins with understanding your story. What drives you? What matters most? Where do you want to go? From there, we craft strategies that align your wealth with your life, inspiring lasting confidence in every step forward. Our partnership continues beyond planning. We walk the path with you translating insights into action that turns planning into progress.
We approach portfolio management as a stewardship, not a transaction, investing with intention and a focus on what can be controlled. Together, we create portfolios that are tailored to your plan, built to endure, and designed to turn market movements into meaningful progress towards your goals.
We believe advice should feel as genuine as the relationship behind it. That’s why Sendera is proudly fee-only, so our focus stays where it belongs: on you. It’s how we ensure every conversation, every decision, and every plan reflects what truly matters in your life.
Sendera guides individuals and families on their financial journey.
Meet Shaun
Shaun Dowling, Founder and President of Sendera Wealth Advisors, is a CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience helping individuals and families facing uncertainty, complexity, and transitions.
Throughout his career, Shaun has worked with Fortune 500 executives, small and large business owners across a diverse set of industries, families with multi-generational wealth, private equity investors, hedge fund managers, real estate developers, attorneys, doctors, and teachers. Known for his ability to connect with clients and simplify complex situations, Shaun helps clients align their wealth with their values, make confident decisions, and experience peace of mind.
Shaun earned a Bachelor of Science degree in Personal Financial Planning from Texas Tech University’s renowned School of Financial Planning. Prior to founding Sendera, Shaun spent 17 years at a Dallas based investment advisory firm, holding every role on the financial planning team before taking over as the Director of Wealth Management and becoming the first non-family partner in the firm’s history. During his tenure, he led historic growth in client relationships and assets under management.
At Sendera, Shaun combines big-firm expertise with personalized attention, delivering tailored strategies for clients with complex needs.
In addition to his work with clients, Shaun has served in multiple leadership and advisory roles in the community. Shaun lives in Richardson, TX with his wife and children.