With over 12 years of experience in wealth management, Shannon is dedicated to helping individuals address their financial needs by developing investment and retirement plans around their long-term goals and risk tolerance. His extensive experience throughout major shifts in the markets enables him to help his clients structure balanced portfolios to address their specific financial goals.
Shannon began his investment career in 2007 in Cedar Rapids. In 2008, he moved to Mason City after he met his now wife, Heather. He has been completely independent and owned his own business since 2011.
He has now been married to Heather for 10 years. Together they have two boys, Kameron and Griffin. Shannon and his family enjoy watching and playing sports. He is a member of Epiphany Parish in Mason City and the Mason City Noon Rotary.