Director of Operations
Caring and hardworking, Shannon is always there to assist our clients and advisors with any issues or tasks that need to be addressed. “I want our clients to succeed in all their financial ventures. If my assistance is needed along the way, I hope to help the best I can,” says Shannon.
Before joining our team in January 2020, Shannon was a production analyst at Zivney Energy and earned a B.B.A. in finance from the University of Texas at Tyler. “Once I graduated with my degree in finance, I planned to work in the financial field in some capacity. I knew I would want to receive the necessary certifications needed to become a financial advisor at some point,” Shannon says.
Shannon is from Longview and lives here with her husband, Ben. In her free time, she enjoys playing softball, reading and baking.