Shannen joined Geometric Wealth Advisors in 2022. She has an operational and legal background from various roles at global financial services companies, including Private Equity, Investment Banking, Wealth Management, and Insurance. Shannen is passionate about holistic financial planning, particularly as it relates to people’s personal relationships with money and how that contributes to their life decisions, experiences, and well-being.

Shannen lives in Wesley Chapel, Florida, with her husband Nathan and cats, Asher and Baela.