Simplified Financial Advice.

Meet Shannon

Shannon joined the team in 2014 with banking experience and a bachelor’s degree in business administration – management from Pittsburg State University. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds her Series 7 and 66 registrations as well as Life, Accident, & Health Insurance license. Outside of the office, Shannon enjoys spending time with her husband Jacob and her daughter Lawson, traveling, spending time with friends and family, playing golf, or reading a good book.

As a Wealth Advisor, Shannon strives to fully understand our client’s financial situation to help develop and pursue their long-term goals through proper financial planning. As the Director of Advisor Development & Operations, Shannon works with the rest of the team to provide the best client experience possible through financial planning, advisor development, client service and firm operations.