Shannon joined InvesTrust Wealth Management in 2004. She serves as Chief Compliance Officer, Senior Investment Analyst, and Consultant for InvesTrust Consulting. In this role Shannon is responsible for overseeing the firm’s compliance program, conducting investment research, including monitoring overall performance, screening, evaluation, reporting, presentation, and due diligence. Shannon also provides research and analysis to InvesTrust and  works closely with the CIO in the evaluation of asset allocation strategies and client education.

Shannon is an Oklahoma native and a graduate of the University of Central Oklahoma were received her Master of Business Administration. In 2014, she received her Investment Advisor Certified Compliance Professional (IACCP®) designation, followed by her CERTIFIED FINANCIAL PLANNER ® certification in 2019. Shannon also holds the Series 65 (Investment Advisor Representative) license.

Outside of work, Shannon and her husband Chris enjoy traveling, hiking, kayaking, and spending time with their family.

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The CFP Board owns the marks CERTIFIED FINANCIAL PLANNER® in the U.S.