Shannon is a driven and organized Financial Planning Associate at S. Harris Financial Group. She is passionate about helping individuals and families gain clarity and confidence in their financial lives. Her desire to make a meaningful impact allows her to approach each client relationship with care and a client-centered mindset.
As a Financial Planning Associate, Shannon assists in developing comprehensive financial plans, coordinating meeting details, and helping ensure each client has a thoughtful, personalized experience. Shannon believes financial planning can provide clarity and direction as clients work toward long-term goals with greater confidence. She is motivated by the opportunity to build lasting relationships, help clients navigate important life decisions, and serve as a trusted resource throughout each stage of their financial journey.
Shannon graduated from Texas A&M University with a Bachelor of Business Administration in Finance and a minor in Financial Planning. During her time at Texas A&M, she served as President of the Aggie Financial Women’s Association, where she developed leadership, communication, and organizational skills while fostering professional connections among aspiring women in finance. Her academic background and hands-on experience have strengthened her passion for the financial planning profession. She is pursuing CFP Board certification and preparing for the Series 65 examination. Shannon is committed to expanding her knowledge and ability to serve clients well.
Originally from El Campo, Texas, Shannon recently made San Antonio home and has enjoyed getting to know the city. Outside of the office, she can often be found exploring local restaurants, staying active, spending time outdoors, and making memories with family and friends.