My financial advice team

Shannon has been part of our team for over 10 years. She is an invaluable asset to our practice and in addition to providing incredible client support, she keeps the ship steady. Shannon provides support and expertise across every aspect of our business. Our client's constant appreciation for Shannon's work highlights her important role to both our staff and our client base.

Caoileen joined our team in 2025 after graduating from the University of Alabama, majoring in Finance. After a period of internship, Caoileen officially onboarded and is now flourishing in her role as administrative assistant and client service specialist. Caoileen has quickly added to her list of duties including supporting our advisor team and also working directly with clients. We are delighted to have her on our team.