Director of Operations, FPQP™ - Registered Representative
I add value to our client’s experience by first taking care of them through the on-boarding process. In all aspects of operations, I make sure the clients have the cleanest transition and most valuable day to day experience to meet their needs. For Financial Planning, I am typically the direct contact for our clients for the information gathering stage through the annual check-in stage. I try to ensure all of our T’s are crossed and I’s are dotted for our client experience.
I came to White Ember Financial Planning from Great Southern Bank, where I worked for almost 4 years. I had recently graduated college where I got my Bachelor’s Degree in Business Management at Pittsburg State University. Since my employment with White Ember, I have completed my Series 7, Series 66, Life, Accident, & Health Insurance for Missouri, and the Financial Paraplanner Qualified Professional™ designation.
Outside of the office, I enjoy spending time with my family, friends, fur-babies Marlee and Grizzly, and my husband Jacob. I like to cook, hunt, fish, go to the lake, go shopping, or really anything with friends or family.
Getting to know Shannon
Favorite food: White chicken chili
Favorite quote: “There is no secret to success. It is the result of preparation, hard work, and learning from failure.” – Colin Powell
Favorite movie: Twister
Favorite TV show: Suits
What motivates you: My dad
Favorite holiday: Thanksgiving (food & family)
Place you’d most like to visit: Hawaii
Biggest accomplishment: Completing my licensing in a year