About Shannon
Shannon inherited her love of the investment world from her grandfather, who has always been active in the stock market, but found her passion in the planning side of her work. She enjoys helping people find a focused strategy for their future that is designed with their best interests in mind. Shannon works with an advisory team to deliver tailored wealth solutions to clients. She finds it rewarding to build comprehensive plans that align with clients’ values and provide peace of mind for their future.
Born and raised in Lincoln, Shannon and her husband, Eric, enjoy a busy family life with their two children, Kara and Bodhi. She enjoys spending time with her family, being at the lake, reading, adventure racing, and traveling.
Education and Professional Milestones
-Nebraska Wesleyan University - bachelor of science
-Prior to Focus Partners Wealth, managed compliance needs at Executive Wealth Management
-More than 15 years of experience in the financial services industry
Shannon inherited her love of the investment world from her grandfather, who has always been active in the stock market, but found her passion in the planning side of her work. She enjoys helping people find a focused strategy for their future that is designed with their best interests in mind. Shannon works with an advisory team to deliver tailored wealth solutions to clients. She finds it rewarding to build comprehensive plans that align with clients’ values and provide peace of mind for their future.
Born and raised in Lincoln, Shannon and her husband, Eric, enjoy a busy family life with their two children, Kara and Bodhi. She enjoys spending time with her family, being at the lake, reading, adventure racing, and traveling.
Education and Professional Milestones
-Nebraska Wesleyan University - bachelor of science
-Prior to Focus Partners Wealth, managed compliance needs at Executive Wealth Management
-More than 15 years of experience in the financial services industry