Shannon provides operational and administrative assistance to
clients in coordination with the other members of the Waldron Client
Service team.
For more than 10 years, Shannon has been helping entrepreneurs and their families simplify
their financial lives. She earned an English degree from the University of Michigan. Prior to
joining the Waldron team, she served as the Operations and Client Communications Manager at
a local wealth management firm.
At Waldron, Shannon specializes in all aspects of client service and enjoys building and
maintaining lasting client relationships through exemplary, personalized service.
Outside the office, Shannon enjoys traveling, Jeopardy, NYT Games and not watching sports.
She and her husband, Mike, have two adult daughters and live in Plymouth, MI. They no longer
have any pets but Shannon would love for you to send her a picture of your dog or cat!
