Associate Wealth Advisor
Shannon inherited her love of the investment world from her grandfather, who has always been active in the stock market, but found her passion in the planning side of her work. As an associate wealth advisor, she enjoys helping people find a focused strategy for their future that is designed with their best interests in mind.
Shannon works with an advisory team to deliver tailored wealth solutions to clients. She finds it rewarding to build comprehensive, evidence-based plans that align with clients’ values and provide peace of mind for their future.
Before joining Buckingham Strategic Wealth in 2017, Shannon managed compliance needs at Executive Wealth Management. She has more than 15 years of experience in the financial services industry and is a Registered Paraplanner℠. Shannon has a Bachelor of Science from Nebraska Wesleyan University and has passed the Series 7 and Series 66 exams.
Born and raised in Lincoln, Shannon and her husband, Eric, enjoy a busy family life with their two children, Kara and Bodhi. She enjoys spending time with her family, being at the lake, reading, adventure racing and traveling.