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Meet Sean

Sean K. Heslin - LPL Financial Advisor

In 2017, I took a leap of faith. Leaving behind a beloved job in Los Angeles, my husband at the time and I packed up our two dogs Sophie and Oscar and headed east to create a new life in the beautiful desert oasis of Palm Springs.

With over 30 years of experience in the financial services industry, I quickly established myself in the Coachella Valley. Four years later, I founded Heslin Wealth Management, an independent firm affiliated with LPL Financial.

I'm currently accepting new clients and am happy to review existing accounts and retirement plans. A complimentary review may uncover strategies to help you achieve your financial goals.

My career has allowed me to work with thousands of clients and a wide range of financial products. I collaborate with estate planning attorneys and CPAs to provide a holistic approach to financial planning.

Giving back to the community is important to me. I'm a sustaining donor at The LGBTQ Center of the Coachella Valley, where I'm also an Emerald Level business partner.

Born and raised on Long Island, New York, I graduated from the University of Michigan, Ann Arbor with a degree in Economics and French. My education ignited a passion for travel and a global perspective. After living here for more than 8 years, I’m still enjoying life in Palm Springs with my pups Sophie and Oscar while also dating a wonderful new man who lives in Minneapolis.


Check the background of this investment professional on FINRA's BrokerCheck.

Meet Fred

Fred Borho - Office Manager

I come to Heslin Wealth Management after 35 years in the financial and health insurance industries.  I was a bank branch manager for a number of years before moving to health insurance. Beginning in customer service  I worked my way up to executing and managing provider contracts. The interaction with my clients was my favorite part of my job.

I am a native of Louisville, Kentucky and have spent the last 12 years in Southern California, the last five in Palm Springs. In my time away from work, I enjoy reading, pickleball and exploring everything “Palm Springs”.

I look forward to working with the Heslin Wealth Management clients and continuing the high level of service they have come to expect from our staff.

Meet Simone

Simone Samsel - Administrative Assistant

In my professional career, I bring years of experience as a Personal Assistant, gained at both Morrison Wealth Management and LPL Financial. I joined LPL in 2023 specifically to utilize my experience working with advisors in the Admin Solutions Program. In my role here, I'll be working directly with clients, providing dedicated support. I'll also be partnering with a team of admins to ensure all tasks are completed efficiently.

A San Diego native, I'm happy to still call this city home. Outside of work, I'm a passionate artist who actively paints. I love spending time with my friends, family, and my cats, and in my free time, I enjoy practicing yoga and exploring the outdoors.

Meet Stephen

Stephen Koncelik - Chief Operational Officer

I have made Palm Springs my full time home since 2017. I’m a video producer by trade, and have worked in Film, TV, and video production in various forms for over 25 years. Since 2019, I started my own boutique video production company, Koncelik Kreative. I’ve been helping businesses and individuals all across the Coachella Valley tell their story through video.

I work in the background helping Heslin Wealth Management run as efficiently as possible. I’ve been setting up the technology, furniture, and general office operations. Although I’m not dealing with clients or their data directly, I’m an integral part of Heslin Wealth Management.