Chief Operating Officer
Shannon performs the dual roles of Chief Operating Officer and Chief Compliance Officer for Castellan. She graduated from Eastern Kentucky University with a B.A. in Paralegal Science. Shannon started her career at Fifth Third Bancorp, a regional bank headquartered in Cincinnati, Ohio in 1989. She spent the next seventeen years in the Wealth Management Division initially in the estate settlement department, then joined the high net worth department in Cincinnati, OH. After twelve years, Shannon relocated to the Lexington, Kentucky office where she provided 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 and is a member of the Pinnacle Pirates Swim Team Board in Lexington, Kentucky.