Relationship Manager

Shannon joined Pence Wealth Management in August 2017, bringing with her nearly two decades of diligently serving clients in the financial services industry.  Prior to joining the team at PWM, Shannon held client relationship positions with a number of southern California banks, and was an assistant to several financial advisors in Orange County.

Outside of her work with PWM, Shannon is a passionate supporter of animal rescue programs, including the Black Jaguar-White Tiger Foundation.  She cherishes watching her two sons pursue their dreams, and enjoys traveling with her husband and friends.  A great day for Shannon ends with a walk or hike with her best friend, her rescue dog, Reggie.


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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.


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