Simplified Financial Advice.

Meet Shannon


Shannon’s friendly personality and helpful demeanor make her an asset to our team as a Client Services Manager. She helps clients – and the team – feel at ease and taken care of when requesting assistance.

Shannon graduated from Oregon State University with a degree in finance with a concentration in budgeting and accounting. Before joining our team, she spent most of her career working as a Budget Officer for the state government and working within the non-profit sector.

Outside of work, Shannon is an avid volunteer with youth organizations and enjoys spending time with her three adult children and her rescue Dalmatian, Ollie. She also stays active by hiking and working in her garden.