Shannon Rowan, MBA

Shannon Rowan, MBA

Client Associate
Office Manager

310-272-5859 DIRECT
310-272-5871 FAX

California State University - Fullerton

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Shannon brings over a decade of experience in client service and fast-paced, dynamic team environments. Since she began her professional career, Shannon has worked in financial roles alongside city officials, entrepreneurs, and philanthropist.

Shannon holds a Bachelor of Arts degree from California State University, Fullerton. Her diverse background, constant problem solving, and innovative processes will ensure your experience with our team is efficient, enjoyable, and timely.

Shannon resides in Long Beach, CA, with her fiancé, Jeff. Together they enjoy watching and attempting to play golf. An active member and volunteer at her church, Shannon also gives her time to Volunteer Action for Aging, a group dedicated to caring for and spending time with senior citizens.

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Years of experience have prepared us to guide you through your life transitions.

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