Shawn P. Harrison
Accredited Investment Fiduciary

As partner in CoSource Financial Group, LLC, Shawn’s main role is business development of 401k Plans throughout the Gulf Coast. Many of Shawn’s clients are specialists in the oilfield, car dealerships and sugar industries. Shawn has been a leader in the corporate retirement plans for over 20 years.  Shawn assist the plan sponsor as fiduciary to their company’s retirement plan to navigate their responsibilities to ensure optimal investments, reasonable fees, and informed participants. Shawn and his team create a best practices retirement plan that helps protect the plan sponsor from liability and loss while promoting positive participant outcomes.  Our motto is “boots on the ground” so you will not catch Shawn in the office often but will find him on the road meeting with his clients and participants at their offices.  He lives with his wife Julie children Katherine, Molly Sue and Shawn Patrick in Thibodaux where they enjoy the outdoors of Louisiana.

  • Named to the 2015, 2016 and 2017 Financial Times 401(k) Top Retirement Plan Advisors
  • Upside – Downs Co-Founder
  • W Athletic Foundation Board Member
  • South Louisiana Economic Council Member
  • Bayou Industrial Group Member
  • Bayou Chapter of Delta Waterfowl Board Member
  • Tiger Athletic Foundation Member
Request a complimentary, no obligation retirement plan review.