Chief Operations Officer
Shannon has been with Phillips Financial for over ten years specializing in investment management and financial planning. Shannon graduated from Indiana University in 1999 and holds a Bachelor of Science degree in Accounting with minors in International Business and Music Performance. She is a third generation Indiana native. She currently serves on the Community Foundation of Greater Fort Wayne’s Grant Review Committee and several committees at Trinity English Lutheran Church. She also rings in the handbell choir at church. Shannon serves as the firm’s Chief Operations Officer but also works with individual investment management and financial planning clients. In her free time, Shannon enjoys golfing, playing music, and the outdoors. She also works with the marching band at an area high school.