Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals.
Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council and is a member of Dental Speaker Institute, and Dental Speakers Bureau.