Shannon Simmons is the only financial advisor I’ve ever worked with who makes me feel competent enough to handle my finances. She avoids jargon and explains her processes in full, because she actually wants you to leave the session with a better understanding of how you can manage your finances, do your taxes, or plan for your future YOURSELF. In other words she teaches you how to fish, instead of offering you one fish at a time, each at a higher price. Shannon uses plain language, metaphors, sketches on a pad of paper – whatever will help you connect the dots and make sense of your money. I would recommend her to anyone who always feels overwhelmed at the thought of dealing with finances, because trust me, she’ll make it all seem easy by the end of your session.

Stephanie Guthrie, Community Manager
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