Shannon, Bijanada, & Thompson Wealth Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Patrick J Shannon

Patrick J Shannon

CRPC®, CFS®

Private Wealth Advisor

Vice President
Visit Patrick J Shannon's website
Drescott Thompson

Drescott Thompson

CFP®, CRPC®, APMA®

Financial Advisor

Business Financial Advisor
Visit Drescott Thompson's website
Alexander Bijanada

Alexander Bijanada

CFP®, CRPC®

Financial Advisor

Associate Vice President
Visit Alexander Bijanada's website
Matt Hurwitz

Matt Hurwitz

CFP®

Branch Manager

CERTIFIED FINANCIAL PLANNER™ professional
Visit Matt Hurwitz's website

Team

Sandra Cassidy

Sandra Cassidy

Operations Leader

Qualifications

  • BS - Organizational Leadership, Quinnipiac University
  • With the company since 1997
  • Corporate Executive Assistant Certified, Katharine Gibbs College
  • MS Excel Certified

Roles & Responsibilities

  • Office Manager
  • Practice Assistant
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Kathleen L Peacock

Kathleen L Peacock

Client Service Coordinator

Qualifications

  • With the company since 1992
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