Shannon is excited to bring her passion to Prospero Wealth Advisors!
Shannon began a career in insurance after relocating to Sacramento from the Bay Area in 2016. She is experienced with VA benefits, Medicare, Medicare supplements, and retiree health and welfare benefits. She currently holds a CA life/health license and is working towards becoming a licensed financial advisor. Shannon is excited to continue her passion for serving the senior community at Prospero!
At Prospero Wealth Advisors, Shannon is responsible for much of the day-to-day operations and front office support for our Wealth Management team. She’s responsible for advisor scheduling, processing transactions, as well as assisting with marketing and customer service.
Shannon lives in Folsom, California with her two children. When the violin, piano, or soccer are not keeping them busy, Shannon enjoys serving at her church or providing community service. Shannon is not registered with Woodbury Financial Services, Inc.