Professional

Shannon graduated from Assumption College in Worcester, Massachusetts with a bachelor’s degree in Economics and English in 1997.  She continued her education at the University of South Florida, earning her Master of Business Administration with a focus in Finance and International Business in 2001.

Shannon’s professional career began at Gunn Allen Financial in Tampa, FL where she spent several years in various roles spanning operations, investment banking, product development, portfolio analysis, and marketing.  She joined Northwestern Mutual in 2004 as the Director of Training and Development in the Tampa, Florida office.  In 2005, Shannon experienced several milestone events including the birth of her first child, relocating back to the Boston area, and transitioning into an advisor role as the Investment and Planning Specialist for the downtown Boston office of Northwestern Mutual, then becoming a Wealth Management Advisor in 2006.

Committed to continuing her professional development, Shannon has earned credentials as a Certified Financial Planner®, Retirement Income Certified Professional®, and a Certified Divorce Financial Analyst®.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which awards to individuals who successfully complete initial and ongoing certification requirements.

Personal

When away from the office, she enjoys spending quality time with her husband Marc and daughters Eden (17) and Vivian (8). They enjoy traveling together and can often be found near the beach searching for sea glass and other treasures at their homes in Salisbury, MA or Indian Rocks Beach, FL.

Lending a hand in my community

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Leadership and Mentoring

Shannon is passionate about helping women succeed in this industry, both personally and professionally, and is actively involved in leadership and mentoring within the company. She has coordinated a regional Women’s Networking Group, and hosts IPS Growth Workshops and individual mentoring sessions for advisors at various levels throughout the Network and District Offices. She’s been a featured speaker at Northwestern Mutual’s Eastern Regional Meeting in New York City as well as the Women’s Affinity Summit and Wealth Management Symposium.

Local Contributions

Shannon is active in her local community serving on a variety of boards, including The Women’s Circle of Giving, School-Parent-Teacher Advisory Council, and the First Unitarian Universalist Society. She is passionate about giving back to the community and helping others realize their own potential.

Women's Circle of Giving

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline