Shannon has been specializing in the design, investment, and administration of retirement plans for over 25 years. She spent 6 years as Principal and Director of Employee Benefit Trusts for an independent trust company. She has 8 years of retirement plan consulting and client relationship management experience with a national consulting firm and 8 years of retirement plan administration and training development experience. She holds a Bachelor of Science in Business from Wake Forest University.
- Holds Series 6 and 63 securities registrations with Cetera Advisors LLC.
- Registered Representative with Cetera Advisors LLC.
- Licensed Life and Health Agent