Shannon joined Mercer Advisors in 2025, bringing with her experience from New York Life Insurance Company and Transamerica. In her role, she is responsible for day-to-day operations and administrative support for one or more wealth advisors, which includes answering inbound calls and email requests, scheduling, gathering client data for ongoing service processes, and providing excellent client support.
Shannon enjoys the relationship-building aspects of her client-facing role and loves meeting new people and being a trusted resource in helping them achieve Economic Freedom™. She approaches her interactions with compassion and grace. Shannon earned a bachelor’s degree from the University of Denver, majoring in political science and psychology with a minor in business administration.
She grew up playing sports and continues to stay active by participating in a recreational soccer league and enjoying the Rocky Mountains on weekends, either skiing or hiking. Shannon also enjoys live music and can often be found at concerts or sitting on a local patio listening to a band.
Originally from Buffalo, New York, and a huge Bills fan, she loves the friendly people of Denver and the endless opportunities to engage in hobbies through clubs and local community events.
Denver – Greenwood Village
4600 South Ulster St. Suite 1050 Denver, Colorado 80237