Shannon has practiced in the investment industry for over 25 years. As a financial professional, Shannon provides comprehensive investment planning and portfolio strategy guidance to the individuals and families with whom she works. Areas of particular specialty are risk analysis, helping clients to create long-term plans to preserve and grow their wealth, and creating predictable income streams. Shannon values the long-term relationships she has with her clients and finds it especially rewarding to work with them as they move through different financial stages of their lives.
After growing up in the Chicago area, Shannon graduated from Indiana University and Cardinal Stritch University. A 25 -year resident of Middleton, WI, Shannon enjoys being active in the community. She is a volunteer for Attic Angels, an organization that focuses on improving the lives of children and the elderly, and she also serves on the board for the Wisconsin Council on Children and Families. Favorite hobbies include spending time in her garden, enjoying time with her family, entertaining, biking and reading. Shannon and her husband, Joel, are the parents of five children and also have several pets.