Meet Shannon
Shannon partners with individuals, families, and business owners to develop comprehensive financial plans, tax-efficient investment strategies, and long-term wealth management solutions. As both a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® professional, she brings a unique tax-focused perspective to financial planning, helping clients make informed decisions that align with their goals while minimizing unnecessary tax burdens.
A core part of Shannon’s planning process is integrating investment management with proactive tax planning. She regularly prepares multi-year tax projections and works closely with clients to evaluate the long-term tax implications of retirement income strategies, Roth conversions, charitable giving, business decisions, estate planning, and portfolio construction. Her goal is to help clients keep more of what they earn while creating a clear path toward financial independence and long-term financial security.
Shannon earned her Bachelor of Arts in Accountancy from Western Washington University in 2003 and began her career in public accounting with PricewaterhouseCoopers (PwC). During her time at PwC, she worked in Audit & Assurance and spent time in the firm’s Zurich, Switzerland office, supporting audits for multinational U.S. public companies, as well as preparing tax returns for high net worth ex-pats. She also brings more than a decade of experience in tax preparation and review, having served individuals and small businesses as a part owner of a local tax practice.
Outside of the office, Shannon enjoys running and spending time with her husband and three children. She and her husband are also actively involved in the local community as coaches for the DeSales Catholic High School track and field team.
Shannon is not affiliated with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera or its registered representatives.
