Shannon Clements
Director of Planning Operations
Shannon is a wife and mother of 2. She loves to spend time with her family and friends. She enjoys camping, running, outdoor activities during the summer, and loves to ski during the winter. She has a background in software development as well as 6 years in the medical field as a Physical Therapist Assistant.
Shannon is our New Business Coordinator. She assists in meeting preparation and implementing new insurance and investment business. She also manages the client review system and the implementation timelines for financial planning.