Shannon is skilled at maintaining a balance between professionalism and merriment. She serves as the firm’s Compliance Administrator, supporting regulatory oversight, policy administration, and day-to-day compliance operations.
Shannon studied at St. Olaf College and the University of Phoenix, earning a bachelor’s degree in Business Administration. She earned the Investment Adviser Certified Compliance Professional (IACCP) designation in 2022.
Shannon lives in Wolfeboro, NH. She enjoys spending time with her family, volunteering in the community, coaching various sports teams, and crocheting. When she’s not working, she also moonlights as a karaoke DJ—bringing the same energy and organization to the mic as she does to her professional role.