Shannon’s approach to wealth management is balancing risk management with potential reward.  She is able to provide clients with an expansive package of financial services.  Her goal is to assess your total financial picture and offer an appropriate wealth management strategy to match your needs.  This is done by first providing a snapshot of your current situation and then addressing ways to apply your current assets toward future goals. This strategic approach addresses the key components of your financial structure, including personal balance sheet, cash flow and taxes, loans and liabilities, investments, college financing, retirement, long term care financing, and estate strategies.

Shannon is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager.  She has the CERTIFIED FINANCIAL PLANNER^™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the C(k)P^® Certified 401(k) Professional Designation from the Retirement Advisor University, Inc. in collaboration with UCLA Anderson School of Management Executive Education. Additionally, Shannon is a Retirement Benefits Consultant and has the Chartered Retirement Plans Specialist, CRPS^® designations.

Shannon is a specially qualified Portfolio Manager that can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. 

Shannon was born and raised in the Seattle area, and received a Bachelor of Arts degree in both Psychology and Sociology from Pepperdine University in Malibu, California. Upon graduating in 2004, Shannon relocated back to Seattle and immediately began her career at Merrill. She lives in Mercer Island with her husband and three children. As a Wealth Management Advisor, her areas of concentration include corporate retirement plans, individual retirement and wealth management strategies, cash flow, and liability management.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.