Shannon has been helping clients achieve their retirement goals since 2013. Her background in professional counseling, as well as her studies in the area of finance, have provided her with the unique ability to connect with her clients beyond just the values of their portfolios. Although she works with all clients, she is especially passionate about empowering women to develop their paths to financial wellness.  She is a member of the Philadelphia Chapter of the Women Leaders Association.

Shannon and her family have a passion for sports and the outdoors, and they spend the majority of their time together cheering on various soccer teams.  Shannon enjoys coaching her daughter’s soccer team, as well as challenging herself in various local races each year such as the annual Broad Street 10-miler in Philadelphia and the Blue Mountain Spartan Sprint. 

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