Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. In addition, she also received the Directors’ Consortium – Public certification from the Stanford University Graduate School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter and serves/has served on numerous boards including the Banc of California, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, the CNBC Financial Advisor Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry. As a dedicated philanthropist, Shannon has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. In 2026, Shannon joined the board of directors of the LA84 Foundation and the Play Equity Fund, which are legacy organizations of the 1984 Summer Olympic Games in Los Angeles that build positive youth development through sports. Shannon is married, has four children, and lives with her husband in Newport Beach, California.