Shannon became an integral part of the Team in July 2023. She plays a pivotal role in bolstering our team and our esteemed clients with her astute administrative skills. Her key responsibilities encompass liaising effectively with third-party entities concerning the initiation of new policies and the administration of existing ones, ensuring seamless communication.
Shannon diligently coordinates adviser meetings for our clients, ensuring they receive the expert guidance they need when they need it. Her dedication and commitment to her role significantly contribute to our mission of offering unparalleled financial advisory services to our clients.
Outside of the office
Outside of the office, Shannon is a woman of many talents and interests. Shannon plays the piano, which she taught herself from the age of 10. From Piano keys to computer keys, Shannon also likes to stream games with her friends, which she also uses to find people with the same interest.