Shannon is skilled at maintaining a balance between professionalism and merriment. Shannon is the Compliance Administrator for the firm. She studied at St. Olaf College and the University of Phoenix with a bachelor’s degree in Business Administration. She earned the Investment Advisor Certified Compliance Professional (IACCP) designation in 2022.

Shannon lives in Wolfeboro, NH. She enjoys spending her time with her family, volunteering in the community, coaching various sports teams, and crocheting.