Shannon B. Asselin
Executive Administrator

Shannon B. Asselin leads Our office team as our Executive Administrator. Her role includes overseeing all areas serving Our client’s needs and Compliance relationships while excelling in communication. Her energy and endless enthusiasm for customer service comes from 20 successful years of experience. She has advanced her skills in the financial services industry with further training and education. Currently, she is working towards her Series 6 license to become a Registered Administrator and is looking to attain certifications in Compliance. She has been recognized for her professionalism and excellence from our Broker Dealer, wealth managers and clients.