With more than twenty years in the restaurant industry, Shannon has built a career around exceptional service, clear communication, and creating experiences where people feel genuinely cared for. Her background has shaped her into someone who anticipates needs, handles fast‑moving situations with calm confidence, and brings a hospitality‑driven mindset to every interaction. As she steps into her role as Client Services Manager, she’s excited to apply those strengths in a setting where relationships run deeper and the work makes a lasting difference.
This transition represents a meaningful new chapter, one that offers the work‑life balance she’s been seeking and the opportunity to grow a long‑term career in a field aligned with her values. She’s energized by the chance to support clients through important decisions, contribute to a mission‑driven team, and build a professional path that feels both sustainable and purposeful.
Outside of work, she enjoys life with her husband and their 13‑year‑old son, a passionate performer who sings, dances, and brings big energy to the stage. As a family, they love traveling, catching shows and plays, golfing, camping, and spending time with friends and loved ones.
Shannon is not registered with Osaic Wealth, Inc.