Shannon Suarez

Shannon Suarez

Managing Partner

Phone: 800-471-7717 ext. 452
Fax: 816-633-7658
Mobile Phone: 816-807-1021
E-mail:
 

Shannon has devoted her entire career to helping people achieve their life planning and financial goals. Shannon takes pride in listening to her clients and helping them achieve their individual goals. With that in mind, she believes her greatest strength is getting to know her clients on a personal level to be able to customize a plan designed to fit their specific needs. Shannon takes pride in being able to offer financial guidance with an independent mindset. Her clients relationships are long-term. This allows her to help clients through every phase of their lives as well as to provide support in times of change.

Shannon obtained a B.S. in Business from UMKC and attended Baker University. She holds a College for Financial Planning Education Certificate.  This program included studies in Estate, Retirement, Financial, Tax and Insurance planning. 

Shannon is married and a mother of two children, she has also volunteered as a board member. She enjoys history, art, and travel.