My Role:
As a Private Wealth Advisor with IronBridge, Shannon specializes in working with families, business owners and construction industry professionals. Working together, through a supportive, shame-free assessment, she helps her clients get a clear picture of their current finances and create a vision of the financial picture they want.
With a personalized plan backed by data, Shannon lays out specific steps to help clients meet their goals while providing ongoing assistance to troubleshoot and reduce any stress or unexpected challenges that arise as they implement a practical financial roadmap.
Work History:
Shannon has over 15 years of wealth management and retirement planning experience. Her deep understanding of the financial services industry, combined with her personal experience in the construction industry, make her uniquely qualified to help clients navigate the complex world of financial planning.
Where I Come From:
Shannon grew up in a small town outside of St. Louis, Missouri. Her love of the mountains brought her to Denver, Colorado, in 2016, where she enjoyed five years building her career and a solid community of friends before landing in Salt Lake City, Utah. This is where she met her fiancé, Ryan. Together they enjoy spending time with his four children, working out with friends, country swing dancing and time on the golf course.
Education:
Shannon obtained her B.S. in Marketing from Saint Louis University in St. Louis, Missouri.
My Why:
Growing up, I saw firsthand how hard my dad worked to establish his construction company. However, watching him approach retirement age made me realize the importance of planning ahead to protect what you’ve built by having a sound financial plan in place.
Everyone deserves the confidence and security that comes from having a financial advocate they can trust. I am passionate about providing my clients with the tools and strategies they need to live the life they love, and leave a lasting legacy.