Shannon helped me to navigate through some rough seas. Specifically, she helped me to supply what Computershare needed to transfer the title of the four stocks from either my mother, father, or owned as joint tenants to transfer all stocks to my Mother’s Estate.

I had been working on my own for six months without any success. This started in August of 2022 until my wife hired Shannon in February of 2023.

After struggling to figure out where all of my money was going Shannon really dug in deep to discover what I was missing! This was an amazing relief and now I am getting back on track with my spending and saving! Thank you so much!

“Shannon is a consummate professional. I would recommend her highly and wholeheartedly. We feel very fortunate to have found her through an old mutual friend who also found her so helpful.
Shannon has the rare quality of being able to anticipate issues before even we might. She can diffuse situations that have emotionally fraught aspects with her calm and methodical and respectful manner. She has added considerable value to our family by helping my father manage his finances, giving me more time to be present with him during the time we have. Just to name a few salient examples of specific ways she has helped, she helped us implement a system to curtail potential for fraud, and has helped reduce or medical cost through better application of insurance. One would be well served by her skilled talent. “

“When looking for a person to handle your finances/assets/property, you want the person to be detail oriented, organized, honest, and knowledgeable
Not only was Shannon able to organize my hot mess, she broke it down so that I could understand how and why it was being done that way.
Promptly answered my questions, and usually offered better suggestions/solutions. Appreciated the candid answers, if my choices were dumb.
No hesitation in recommending her services to any of my friends and colleagues. Fixed my book keeping, helped me organize my business, and helped me avoid long term liabilities.”

“My son & I have enjoyed working with you. It seems that when one gets into their eighties as I have that financial complexities just seem to increase.
You are very thorough and professional. You have made both of our lives much easier. You have excellent instincts! Thank you for your invaluable assistance.”