Shannon has almost two decades of experience in Wealth Management where he specializes in Financial Planning, Portfolio Management and Corporate Retirement Plan Services. He is a Senior Vice President and a on the Pennsylvania Leadership Team for Baird Private Wealth. He serves on numerous Committees at Baird including the WHealth Coalition and is serving as the Chairman of the Branch Manager Advocacy Council.
Previous to his wealth management experience he Co-Founded a private technology company and a Real Estate / Restaurant Holding Group.
Shannon has Bachelor of Arts Degrees from the University of Pittsburgh in Economics and Mathematics. Additionally, he received a certificate in Emerging Market Economics from Charles University in the Czech Republic, as well as, an Executive Certificate in Financial Planning from Duquesne University. He is a CFP®, QPFC®, and CRPS®.
Shannon is a former Director on the Board of Gilda’s Club (Our Clubhouse) of Western Pennsylvania. He is the former President of the Peters Township Soccer Association. He is the former Chairman of the Board of Directors of Special Olympics of Pennsylvania. Additionally, he serves on the BOD of The Martha Fund, The Gratitude Run, and is the Chairman of the 2026 American Heart Association Heart Walk.
Shannon, his wife and three sons reside in Peters Township Pennsylvania…His family is his WHY.