Shannon is a veteran of the financial services industry and a highly in-demand public speaker for Corporate events and as a financial expert for Print, Web, TV and Radio. Known for her engaging style, Shannon delivers immense value to your readers, viewers or listeners by making finance personable, understandable and entertaining.


Shannon credits her father for igniting her passion for financial literacy. He began his “money lessons” when she was 13 years old, which changed her life forever. Now she is a Certified Financial Planner (CFP®) and has helped thousands. However, she considers her greatest achievement to be her two financially confident daughters, Lauren and Taylor, who are the inspiration behind her children’s books, The Heavy Purse and The Lemonade Stand. She resides in Manhattan Beach, CA with her husband, Chris, and their daughters.

What Differentiates Shannon?

Shannon has become a go-to financial expert because she is real and relatable to your audiences. She is a working Mom with two young daughters and has spent her entire professional career helping real people make sense of their money. She’s been in the trenches with people as life happens to them, giving her invaluable hands-on experience and insight.

Interview Shannon on the Following Topics

Shannon is available for Print/Radio/TV interviews on the following topics:


To schedule an interview or to book Shannon on your show, please email