Meet Shannon
Shannon serves as Partner,Wealth Advisor, partnering with individuals and families to develop comprehensive financial plans, practical budgets, and long-term investment strategies. As both a CPA and CFP® professional, she brings a tax-aware perspective to financial planning, helping clients make informed decisions that align with their long-term goals while carefully considering the tax implications of each strategy.
She earned her bachelor’s degree in Accountancy from Western Washington University and began her career in public accounting before joining PricewaterhouseCoopers. During her time there, she worked in Audit & Assurance and spent time in the firm’s Zurich, Switzerland office, supporting audits for multinational U.S. public companies. Shannon also brings more than 10 years of experience in tax preparation and review, including serving individuals and small businesses as a part owner of a local tax practice.
Since joining Buckley Investment Group in 2019, Shannon has been a key part of the firm’s growth and evolution and now serves as Partner and Wealth Advisor as the firm becomes a fully integrated Carson Wealth office. She is passionate about building long-term relationships and delivering personalized financial guidance tailored to each client’s unique needs.
Outside of work, Shannon enjoys running, camping, and spending time with her husband and three children.
