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Shannon Smith, MBA

Shannon Smith, MBA

A native of Greensboro, North Carolina, Shannon resides in Milwaukee, WI with his daughters Sydney and Zoe. Shannon enjoys spending time with his girls and embraces the unique perspective of a parent of special needs children. In both his personal and professional life, Shannon is driven to invest in quality personal relationships. 

Based on experience, Shannon helps to ensure that the client wealth experience is customized for quality of life decisions.  This includes the important financial and goal-based planning needed to shape clients’ lives and legacy. 

Fun Facts About Shannon:

 Shannon is a 'foodie' and considered a career in the culinary arts.

Shannon is an Eagle Scout and loves camping, fishing, and hunting.