Shannon earned her Bachelor of Science in business administration from Carson-Newman College in 1996. Upon graduation, Shannon moved back to Florida and began work in the financial services industry.
She worked at a major investment firm in the retirement department where she gained experience with compliance issues, regulations, asset allocation and retirement planning. In 2000, Shannon furthered her credentials by becoming Series 7 and 65 licensed and worked with clients who left their employment and needed advice on their 401(k) investment accounts.
Shannon and Paul have worked together since 2005, allowing her to develop an intricate knowledge of his business and clients. She has become a valuable resource to both our clients and our group with over 15 years of financial services industry experience.
Shannon lives in Palm Harbor with her daughter. She is involved in various widow organizations and her daughter’s school. In her leisure time she enjoys attending her daughter's events and activities, watching movies, crafting and reading.