“Two significant moments in my life were discovering my passion for financial planning and joining Truepoint. I truly love what I do! It’s rewarding to be part of a team dedicated to helping others with care and integrity, while also supporting each other.”
Shannon’s Story
Shannon brings deep experience and genuine care to her role as a Wealth Planning Sr. Associate. She builds and maintains trusted client relationships through consistent communication, detailed follow-ups, and thoughtful coordination across Truepoint’s specialist teams. Shannon develops and analyzes comprehensive financial plans and ensures that each client’s action items are clearly tracked, managed, and completed.
With a background in client service, she also brings expert knowledge of account administration, transfers, and asset movement—making her a key resource for both clients and colleagues.
Shannon enjoys exploring Cincinnati’s restaurants and breweries with friends and family. She also loves reading and creating through crafts like crochet and stained glass.
Specialties: client service, custodial relationships, financial transactions, problem solving
