Director of Operations, FPQP ™ - Registered Representative
I add value to our client’s experience by first taking care of them through the onboarding process. In all aspects of operations, I strive to make sure 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 in 2013 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 Registered Paraplanner® professional designation. I am currently studying for the Certified Financial Planner ™ Exam.
Outside of the office, I enjoy spending time with my family, friends, my husband Jacob, and our fur-babies Marlee and Grizzly.
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: The Bahamas