Shannon B. Asselin
Operations Director

Shannon B. Asselin leads Our office team as our Operations Director. 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 over 25 successful years of experience. She has advanced her skills in the financial services industry with further training and education. She oversees Our social media and client engagement while maintaining Compliance in Our office.  She has been recognized for her professionalism and excellence from Our Broker Dealer, wealth managers and clients.