M&A Investment Banker

I had the pleasure of working with Shannon and am confident that he has been a valuable asset to my financial planning. As someone who is...

Interior Designer

Shannon was friendly, approachable, knowledgeable, and patient. I've spoken to other advisors before, but I found my session with...

Front Desk

Shannon is knowledgeable in the areas he’s sharing and explain terms in a simple way for beginners. He’s very patient. He’s aware that I have zero to little...

Biotechnician

I found Shannon to be very helpful and super sincere. My session with him was more informative and in depth compared to others. Before I met him...

University

Shannon listens to what I am saying and is able to pinpoint exactly what my concerns were. His sharing was very targeted towards the...

Marketing Executive

Shannon is really kind and patient, who is very genuine and wants the best for the person he is speaking with. I have known him for 11 years till date...

Audit

I was generally quite scared about advisors only reaching out to me to sell a product or pushing on me, but Shannon does his work to...

Self Employed

I've been wanting to invest for very long and of had the fear of losing money. I've been putting it off for some time now and Shannon carefully...

Real Estate

My biggest concern was not knowing how much to invest for the future. I wasn't sure how much would be "enough". Shannon was 100%...

Student

I had a fear of investing from past experiences in Crypto. Shannon helped me to see that it's possible to start investing as early as possible...

Student

I found Shannon to be engaging, knowledgeable and interesting. Shannon was not pushy as compared to the other advisors I have met. He has your...

Designer

I find Shannon as someone who's down to earth and kind-hearted. I find that Shannon was friendly, principled, and honest during...

Computer Engineer

Shannon made me feel comfortable because he was friendly and assuring. My main concern in investing was not having the right...

University

Shannon was friendly and approachable, and the investment session was useful and very informative compared to other advisors. He explained...

Air Force Officer

Shannon and I got to know each other back during BMT. He is the type of person you know you can count on. For that reason, I personally...