Simplified Financial Advice.

Meet Shannon


As a Wealth Planner, 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 operations.

A graduate of Pittsburg State University with a degree in business management, Shannon has her Series 7 and 66 registrations, Life, Accident, & Health Insurance License for Missouri, and her CERTIFIED FINANCIAL PLANNER ™ certification.

Outside of the office, Shannon enjoys spending time with her husband Jacob and daughter Lawson.

Shannon is a non-producing registered representative of Cetera Advisor Networks LLC.


Favorite food:

White chicken chili

Best piece of financial advice received:

“When you understand that your self-worth is not determined by your net-worth, then you’ll have financial freedom.” -Suze Orman

Favorite quote:

“There is no secret to success. It is the result of preparation, hard work, and learning from failure.” -Colin Powell

Favorite book:


Favorite TV show:


Favorite holiday:


Something on your bucket list:

Visit Tahiti or Bora Bora and stay in an overwater bungalow

Place you’d most like to visit:


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.