Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Bannon and Associates
Team photo for Bannon and Associates

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Our advisors

Advisor photo for Jessica Walters

Jessica Walters

ChFC®, AIF®, CRPC, CRPS

Financial Advisor

Learn more about Jessica Walters Visit Jessica Walters's website
Advisor photo for Sarah Irwin

Sarah Irwin

BFA, CEP®

Financial Advisor

Learn more about Sarah Irwin Visit Sarah Irwin's website


Our team

Kevin M. Bannon

Kevin M. Bannon

Financial Planning Senior Director,

CERTIFIED FINANCIAL PLANNER® professional

Qualifications

  • CFP®

  • ChFC®

  • CASL®

  • CLU®

  • MSFS

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Sharon Wehler

Sharon Wehler

Client Service Manager