Meet Shannon
As Vice President of Operations & Marketing, Shannon brings an exceptional eye for detail that benefits every client interaction. She meticulously enters data for client financial plans and conducts thorough quality control on all paperwork, ensuring accurate management of client investment accounts. Her dedication to precision supports seamless account administration and elevates the client experience.
Shannon also oversees marketing efforts and manages various behind-the-scenes operations, including accounts payable. Additionally, she assists with client requests alongside Tiffanie, helping to ensure timely and efficient service.
Shannon holds a Bachelor of Science in Business Administration with a concentration in Management Information Systems from Kansas State University in Manhattan, Kansas — proudly a Wildcat, with a nod to the well-known rivalry with the University of Kansas Jayhawks.