Shannon joined Informed Family Financial Services in 2022 after previously serving in the same capacity at Strategic Wealth Advisory since June of 2013. She brought to the company an impressive background serving as an office manager/paralegal at a law firm in Chester County, PA. Feeling that she was not in the industry in which she wanted to cultivate a lifelong career she began to also pursue an accounting degree. Shannon always had a desire to work within the financial industry in some manner and believes she found that home with Strategic Wealth Advisory.
Since joining the firm, Shannon has become a student of the business and has obtained the series 7 and 66 securities licensing. She is Investment Advisor Representative which carries a legally binding fiduciary responsibility to always put the clients’ interests ahead of all else. Shannon has become proficient in the area of crafting comprehensive retirement plans that encompass income distribution, growth, and tax planning.
“I am most passionate about helping people work toward their financial goals,” Shannon says, “Our clients have been saving for their retirement for many, many years, so they deserve to retire well and with a solid financial plan in place.”
Shannon attended Lancaster Bible College and graduated with a Bachelor of Science degree in biblical science, with an emphasis in professional counseling. She also studied abroad at the Word of Life Bible Institute in Hungary. In addition, she has earned a Certificate of Proficiency in Accounting from Reading Area Community College.
She is married to husband Josh, and together they have two beautiful daughters named Nora and Fiona. Aside from being a “mom” Shannon says she is most proud of competing in, and finishing, the annual Spartan Sprint at Blue Mountain in July each year.
She enjoys spending family time with her husband and daughters along with their two dogs named Marlie and Coraline. In her spare time Shannon likes jogging, family hikes, and reading. Most weekends she can be found cheering on her girls’ soccer teams or helping them perfect their dance routines.