About Us

Shannon McMannis, CFP®

Certified Financial Planner® professional

As a Certified Financial Planner® with added experience in the areas of Estate Planning, Retirement Planning, Risk Management, and Income Property; Shannon McMannis uses a holistic approach to advise clients about their current and future financial needs.

Everyone experiences life changes that can have an impact on financial needs, personal wealth and business management. Shannon offers individual attention and time in order to learn about her clients' needs and lifestyle with a focus on managing risk and maximizing opportunity in order to overcome challenges and achieve financial success.

If you are interested in learning more about Retirement or Estate Planning, Investing, Income Tax Savings, Debt Management Strategies or Insurance needs, contact Shannon for a complementary consultation.

Life Happens

Life happens, and Shannon is no stranger to facing and overcoming life’s challenges. In addition to being a CFP Shannon’s personal portfolio also includes income property and small business management. Let her personal experience and passion for helping others achieve their goals go to work for you. Contact us today for your free consultation.

Mutual Funds Provided Through FundEX Investments Inc.