Designations and Licenses

Shannon is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning CounselorSM.

Experience and Education

Shannon works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Shannon was a junior financial planner. She delivered customized financial guidance to clients, including estate planning, life insurance planning, mortgage planning and asset management.

Shannon holds a bachelor’s degree in kinesiology from Arizona State University.

Personal Interests

Away from the office, Shannon enjoys traveling, meeting new people and learning about other cultures. She also participates in various sports, including sand volleyball, rock climbing and boxing.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.