Shannon Jenkins, CEPA®, CFP®, CPA

Partner

Louisville

Client Advisory

Biography

Shannon is a Partner in the Louisville office with over 20 years’ experience working exclusively with privately held businesses, business owners, and nonprofit organizations. By creating and executing strategy, she advises owners and executives through growth initiatives, exit planning, treasury and capital management, mergers and acquisitions, and financial analysis and review.

Prior to joining Cerity Partners, Shannon served as the Director of Business Advisory Services with ARGI Financial Group. She began her career in audit and assurance with a large public accounting firm. After five years, she took a role as Chief Financial Officer for a large nonprofit organization during a period of rapid growth. During that tenure, Shannon was a member of the Indiana University Southeast Accounting Department faculty and consulted with various public accounting firms.

Education

  • B.S.B. in Accounting from Indiana University
  • MBA from Indiana University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant
  • Certified Exit Planning Advisor

Connect with Shannon

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