Everyone has different hopes, dreams, and challenges that present themselves along the way. In a profession where people are constantly chasing return on investments, I believe in pursuing return on relationships.”
With over 22 years of experience in wealth management and financial planning, Shannon works closely with her clients to create defined strategies to help them reach their goals. As a registered representative of Osaic FA, her areas of particular expertise include all aspects of portfolio analysis, retirement, estate planning strategies, and agribusiness. Before joining the Mosaic Wealth Consulting team, Shannon worked for S& T Bank and First Commonwealth Bank’s wealth management groups as a financial advisor and relationship manager. While in those positions, she was not only building her investment and planning expertise, but she was able to gain an understanding of banking and lending practices. This insight gives her a unique perspective and the competence to help clients who are looking to reduce or eliminate debt and save more towards whatever their financial goals may be. In addition to her practice, Shannon owns and operates Turnt Training and Barrel Horses, a 16 horse boarding and training facility, located in Marion Center PA. It is through this business that Shannon has developed a passion for all things that are related to horses and farming. Her goal is to unite her love for financial planning with her affinity for agriculture, so that she can focus on helping those in agribusiness, with the challenges specific to that industry. Her belief is that you must live the life, to understand it. Shannon resides in Marion Center with her daughter Jayde, their horses, and her barn dog, “Toby”. Her hobbies include attending Barrel Racing events with Jayde, caring for the horses at her stable, and spending time with her family. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
