Shannon is an experienced wealth advisor with over a decade of experience in the financial services industry. She specializes in working with high-net-worth and ultra-high-net-worth clients to build holistic plans and simplify the complexities of their financial lives. Shannon is a CFP® Professional and received her B.A. in Economics and Political Science from University of Washington, Seattle. Before joining Compound Planning, Shannon served on the Private Client and Premier Private Client team at Empower and Personal Capital. Prior to Personal Capital, she worked at UBS Financial Services in Seattle and San Francisco. Originally from Ar...

More