Shannon’s strength is relationships—getting to know her clients well enough to ensure they’re getting the advice they need to protect their financial futures, while also making them completely comfortable with the investment choices they make together.
She is a graduate of Florida Trust School, Florida Graduate Trust School, National Trust School, and National Graduate Trust School. Shannon earned her B.A. in Business (Finance and Marketing) at the College of William and Mary in Williamsburg, Virginia, where she also played collegiate tennis. She maintains her Certified Trust & Fiduciary Advisor designation and is a CERTIFIED FINANCIAL PLANNER™ professional. She has worked in the investment and personal trust business for over 25 years.
After relocating to Kentuckiana from South Florida in 2006, she became active in various organizations with a desire to make a contribution and serve in her community. She is the former Treasurer of Kentucky Opera and has been involved with the strategic planning team for the “Louisville Loop.” Shannon and her husband have a lively household keeping up with their twins, as well as the family dog, Moose. She loves spending time outdoors and enjoys tennis, running, and any other form of exercise.
Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.