Our team
Shanon Elliott
Senior Client Service Associate
“I enjoy building relationships with clients and helping make their financial lives feel more organized, manageable, and well supported.”
Shanon brings a strong background in business, energy, and legal services to her role in client support. Organized, dependable, and naturally relationship-oriented, she works closely with clients and the advisory team to help ensure important details are handled thoughtfully and efficiently. Shanon especially enjoys getting to know clients personally and being a reliable resource as they navigate both day-to-day needs and longer-term financial priorities. Outside of work, she enjoys traveling with her husband, visiting their adult children, spending time at the beach, trying new restaurants, and finding opportunities to lend a hand in her community.
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