Shannon thrives on the consistent rhythm of her day-to-day responsibilities at Endependence Financial, finding great satisfaction in the finer details that many might overlook. From sending out elegantly wax-sealed cards to clients, to meticulously organizing documents, to the creative aspect of event planning, Shannon’s love for routine tasks helps the firm’s operations run smoothly and efficiently.
Shannon joined Endependence Financial motivated by a desire to assist families in managing their blessings wisely and enable them to extend those blessings further. Her knack for creating a personalized touch in client communications distinguishes her role as more than just administrative. Her educational background from San Diego State University, combined with broad professional experience, equips her well for her multifaceted role as office manager, where she’s essential in fostering connections within and outside the firm.
Residing in Escondido, California, with her husband Brock, their children Riley and Luke, and a French bulldog named Chancho, Shannon embraces an active lifestyle. Whether hiking, camping or spending time at the beach, she cherishes moments spent with family exploring the great outdoors.