Shannon is a founding member of Strategic Retirement Partners and serves as both the Managing Director for Michigan and the National Practice Leader for ESOPs and Defined Benefit Plans.

With over two decades of experience in the industry, her leadership and commitment to excellence have earned her numerous accolades, recognizing her significant contribution within the retirement consulting community. A testament to her expertise, some of these prestigious awards include nomination for “Plan Adviser of the Year” by Plan Adviser Magazine and recognition as a “Top Women Advisor- Captain” by the National Association of Plan Advisors for eight years. She has been recognized as a “Top Advisor for Participant Outcomes” by 401(k) Specialist Magazine and was named a Financial Times Top 401k Advisor in 2016 and 2017.

Throughout her career, Shannon has established a thriving retirement plan practice driven by her dedication to assisting employers reduce fiduciary liability and provide competitive, affordable retirement benefits. She is passionate about helping American Workers save, plan and invest wisely. She is privileged to have long-term relationships with her clients, their employees and the communities she serves.

Shannon prioritizes stewardship and client advocacy, providing expert guidance and oversight to enable her clients to focus on managing their businesses. Shannon assists her clients in navigating retirement plan issues, resolving plan and provider issues and implementing best practices to improve plan outcome for participants. She prides herself in creating a decision-making and plan management process which is easy for her clients and committee to understand and implement.

Beyond her professional endeavors, Shannon is a proud veteran of the US Army with service during Desert Storm and Italy while she was stationed in Germany. She is a graduate of the University of Michigan and can often be found at a sporting event for her Wolverines. She is happily married and is mother to two daughters. When she’s not working, she enjoys gardening, volunteering in the community, traveling, and indulging her passion for coffee.