Experience: Prior to joining inSOURCE, Shannon held the title of Vice President, Operations & Development at Ameritas. Shannon has earned a Bachelor’s in Management as well as the Fellow, Life Management Institute (FLMI), Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP®) designations. She holds Finra series 7 (General securities representative), 24 (General securities principal), and 66 (Investment Advisory Representative) licenses as well as life and health and property casualty licenses. She is a member of National Association of Insurance and Financial Advisers (NAIFA), Women in Insurance and Financial Services (WIFS), and the Financial Planning Association (FPA).
Her determination to build industry leading practice management and development programs at Ameritas is founded by her experience as a financial advisor herself as well as her time as a Regional Vice President charged with helping associated firms provide the most possible value to their clients.
As a Certified Financial Planner®, Shannon believes that comprehensive financial planning is the key to providing the most value to clients by accurately assessing their needs and goals and continuously communicating about progress and needed adjustments to the financial plan. She enjoys working with both families and business owners in all areas of wealth management.
About: Shannon is originally from the Schuyler, Nebraska area. She currently resides in Waverly and enjoys gardening, fishing, and spending time with her family including two ornery boston terriers.
Location: Lincoln and Omaha
Motto: “No one cares how much you know until they know how much you care.” – Theodore Roosevelt