Shannon graduated from the University of South Carolina in 2009 Business majors in Management Entrepreneurship and Marketing. She started working in the financial industry with Waddell & Reed in 2009. From 2013 to the end of 2019, she worked out of the Division office in Charlotte, NC. Since then, she has been working as a remote assistant for David Turner.
Shannon is dedicated to providing exceptional client service. She will book appointments for you and is the first person you should call if you have any questions about your financial planning process. She will help connect you with the appropriate member of our team.