Nick Shannon

Senior Partner

experience: Nick began his financial services career in 2011 as an investment manager with Academy Advisors, LLC (LPL Financial) in Arizona. From there, he worked as a financial advisor with Edward Jones in Omaha. After tripling the size of his practice and serving in several leadership roles, Nick joined Prudential’s Omaha office in 2017 as a Manager of Financial Services. Nick was promoted within Prudential Advisors and became the Associate Managing Director in its Chicagoland Financial Group. Receiving another promotion a year later, he moved back to Omaha to act as Managing Director. During this time, Nick was responsible for the development and oversight of Prudential Financial Advisors in Nebraska, Iowa and the Dakotas.
 In 2016, Nick attained the designation of Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning. He qualified for Prudential Advisors President’s Conference in 2018 and 2019. And, in 2021, Nick led his agency to FINSECA’s prestigious Masters Agency Award.
 A magna cum laude graduate of California State University, Bakersfield, Nick also played Division 1 baseball at CSUB and earned a membership in Beta Gamma Sigma, International Business Honor Society.

about: Nick and his wife Lindsay are the proud parents of three sons: Austin (2016), Cameron (2019) and Jordan (2022). The Shannon family lives in Elkhorn, where Nick enjoys family time, golfing, and watching sports - especially the Cornhuskers and Blue Jays!

location: Omaha 

motto: “Someone is sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett

 

 

E-mail:  nicks@insourceaic.com

Phone 402-810-6670