Financial Advisor/Medicare Insurance Agent
With over 25 years of experience in the financial services and insurance industry, Shannon brings a wealth of knowledge and expertise to managing wealth and guiding clients through the sometimes complicated decision of choosing a Medicare Health Insurance plan. She will work with you to make financial decisions in all aspects of your life and will help you determine when, where, and how to apply for Medicare Parts A and B. She has a strong passion for helping others and will work with you to create plans that are tailored specifically to you.
Shannon holds the following FINRA (Financial Industry Regulatory Authority) Licenses:
Series 6, 7, 63, and 65, as well as the Life and Health Insurance Licenses in the States of Arizona, California, Nevada, Oregon and Washington.
CA Insurance #OB30537