About Shannon

Shannon graduated from Maryville College with a Business and Organizational Management degree. She has an M.S. in Finance from the University of Memphis.

Prior to joining our team in 2014, Shannon worked in accounting for Marriott Business Services and Marriott International.

Shannon’s focus is on client relations, financial planning, and client education. She holds her FINRA Series 7 and 66 registrations through LPL Financial, and her CERTIFIED FINANCIAL PLANNER™ designation.

Shannon and her husband Hunter have two girls, Annie and Audrey, who keep them laughing, dancing, and picking up glitter. Rue, the Weimaraner, is currently their favorite child. They like art, comedy, food, and fitness.  They are active at First Evan Church, where they enjoy working with college-aged and young adults. Shannon loves hitting the pavement with her Sea Isle Park Running Club and does yoga every morning. On vacation, they like to ski, see historical sites, and spend time with family. They can’t do life without their friends and family, who continually motivate them to be better stewards and neighbors.

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