Shannon Blackmon, CFP®

Portfolio Advisor/ Speaker

Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management.
Shannon enjoys co-creating custom
financial plans with her clients’ well-being at the center.
Guiding them through a comprehensive wealth
management process, she provides insights into cash flow, net worth, risk management, investments,
and philanthropic goals.
Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in
Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder
Institute. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council. She is a
member of the Dental Speaker Institute, and Dental Speakers Bureau.