As a financial advisor in our Phoenix office, Shannon creates solutions for her clients’ diverse financial goals. By focusing on each client’s needs and expectations, she tailors specific strategies around each individual based on all of the options the industry has to offer. From the first meeting, Shannon provides a seamless and enjoyable experience and prides herself on ensuring every client understands even the most complex financial strategies.
These same techniques apply to her work at the HEFAR Group, the college planning division of STF Wealth Management, which helps families prepare for higher education expenses. Shannon often presents to the public about being prepared not only to pay for college, but also to capitalize on grant and scholarship opportunities.
Prior to joining STF Wealth, Shannon worked as a financial advisor at Axa Advisors. She started at Axa while earning her Bachelor of Science in Business and her International Business Certificate from Arizona State University’s W. P. Carey School of Business.
Shannon makes a point to give back to the community through committed involvement in the HEFAR Group, the Junior League of Phoenix and as a wish granter for Make-A- Wish. She can also be found helping organizations like Dress for Success, Boys & Girls Club, Girl Scouts of the USA, Feed My Starving Children, the Phoenix Zoo and several others.
In her free time, Shannon enjoys spending time with her husband, Brian, and family. As an Arizona native, she also has a passion for attending sporting events, hiking and exploring the community that she loves so much.