Shannon, Lewis & Van Heel

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Advisor photo for William J Shannon

William J Shannon

CFP®

Private Wealth Advisor

Chief Executive Officer of Shannon, Lewis & Van Heel
Visit William J Shannon's website
Advisor photo for Richard Lewis

Richard Lewis

CRPC

Financial Advisor

Managing Partner of Shannon, Lewis & Van Heel
Visit Richard Lewis's website
Advisor photo for Brent Van Heel

Brent Van Heel

CRPC, AWMA℠

Private Wealth Advisor

Managing Partner of Shannon, Lewis & Van Heel
Visit Brent Van Heel's website


Team

Rhonda Felder

Rhonda Felder

Office Manager

Steven J. Yerhart

Steven J. Yerhart

Paraplanner

Paige Kosiarek

Paige Kosiarek

Client Service Coordinator,

Administrative Assistant
Stephen Williams

Stephen Williams

Investment Manager

Fallon Opperman

Fallon Opperman

Client Service Coordinator