Our advisors

William J Shannon

CFP®, ChFC®

Private Wealth Advisor

Chief Executive Officer of Shannon, Lewis & Van Heel
Learn more about William J Shannon Visit William J Shannon's website

Richard Lewis

CRPC

Financial Advisor

Managing Partner of Shannon, Lewis & Van Heel
Learn more about Richard Lewis Visit Richard Lewis's website

Brent Van Heel

CRPC, AWMA℠

Private Wealth Advisor

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


Our team

Steven J. Yerhart

Steven J. Yerhart

Paraplanner

Rhonda Felder

Rhonda Felder

Office Manager

Ingrid Christopherson

Ingrid Christopherson

Operations Director,

Financial Planning Specialist
Chris Lewis

Chris Lewis

Insurance Specialist,

Paraplanner
Mitchell Max

Mitchell Max

Paraplanner

Fallon Opperman

Fallon Opperman

Client Service Coordinator

Luke J. Martinson

Luke J. Martinson

Marketing Specialist,

Client Service Specialist
Kelli Bjerke

Kelli Bjerke

Client Service Coordinator

Kate Johnson

Kate Johnson

Client Service Specialist

Doug Dunning

Doug Dunning

Financial Planning Specialist