As Vice President, Shannon helps build and grow key client and stakeholder relationships through partnership with Freedom Wealth Alliance. Shannon helps ensure that the firm's strategy-focused resources are leveraged to maximize the client wealth experience.
Prior to joining Freedom Wealth Alliance in January 2011, Shannon was a financial advisor with Morgan Stanley Smith Barney. Shannon's capital markets experience dates back to 1998 as President and Co-founder of a financial services software company servicing global banks. Shannon received Bachelor of Arts degrees in Sociology/Anthropology and Romance Languages from Washington & Lee University in Lexington, VA. He also holds an International MBA from Thunderbird, The Graduate School for International Management in Glendale, Arizona.
A native of Greensboro, North Carolina, Shannon resides in Milwaukee, WI with his daughters Sydney and Zoe. Shannon enjoys spending time with his girls and embraces the unique perspective of a parent of special needs children. In both his personal and professional life, Shannon is driven to invest in quality personal relationships.
Based on experience, Shannon ensures that the client wealth experience is customized for quality of life decisions. This includes the important financial and goal-based planning needed to shape clients’ lives and legacy.
Fun Facts About Shannon:
Shannon is a 'foodie' and considered a career in the culinary arts.
Shannon is an Eagle Scout and loves camping, fishing, and hunting.