Director of Operations
Shannon performs the dual roles of Director of Operations and Chief Compliance Officer for Castellan. Shannon graduated from Eastern Kentucky University with a B.A. in Paralegal Science. She started her career at Fifth Third Bancorp, a regional bank headquartered in Cincinnati, Ohio in 1989. Shannon spent the next seventeen years in the Wealth Management Division beginning in estate settlement, then the high net worth trust department in Cincinnati, OH. After twelve years, Shannon transferred to the Lexington, Kentucky office where she delivered an array of wealth management services to high-net-worth clients including: relationship building, risk management, short/long term planning, retirement services, life insurance trusts, 1031 exchanges for real estate and equine, tax support, family foundations, and management. In 2006, Shannon joined a registered investment advisor firm, E.S. Barr & Company, as Chief Compliance Officer. In this role, she reviewed and updated policies and procedures for the firm, prepared and filed reports with the SEC, monitored and evaluated changes in related laws and regulations, and client services. Moving to Castellan was a natural transition to utilize her thirty years of experience to focus on ultra-high net worth families.
Shannon enjoys spending time with her husband Todd, and three children, Kyle, Conor and Alexandra. She attends Pax Christi Catholic Church, is a member of the Pinnacle Pirates Swim Team Board and the Lafayette High School Marching Band Board.