Get to know Shannon Bora-Cooper

When the firm was founded in 2014, Shannon came on as Head of Operations.  Since then, she has become a Financial Advisor and continues to oversee day-to-day operations. She is the forward facing contact for clients.

Shannon loves crafting customized financial portfolios for clients to help them retire with confidence. Her favorite part is spreading knowledge, and helping the client understand the investments they are making and why. She also has a passion for making a positive impact on people’s lives on a daily basis by assisting in client communications, ensuring all clients feel supported by offering first class customer service.

In the back office department, Shannon ensures all paperwork is in good order and remains in contact with the clients throughout the onboarding and account opening process.

In her time off, she enjoys spending time with her family, fitness, traveling (anywhere!), chasing the sun (and her 2 kids) and playing as much as possible.