Meet Shannan


Shannan grew up in Madison and has lived in the area for most of her life. She graduated from the University of Wisconsin-Madison with a degree in Sociology and worked in advertising and communications prior to a 12-year departure from the workforce to stay home with her two children.

Shannan has spent the last 12 years working in financial services. She appreciates the importance of building and maintaining client relationships and enjoys interacting with the individuals and families we serve. Shannan is always happy to help, she focuses on details and strives to provide the most efficient response to client requests.

In her free time, Shannan keeps busy with home improvement projects, visiting sunny places, and traveling to see her children, Riley and Erin, who both live in New York. She also enjoys spending time with her fiancé, Dave, and his four children and five grandchildren.


Favorite food:


Place you’d most like to visit:


Favorite holiday:

Valentine's Day

Something on your bucket list:

Travel to New York City to see the holiday lights and seasonal window displays throughout the city.

Best piece of financial advice received:

Start saving at a young age

Biggest accomplishment:

Raising two kids as a single mom

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