Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Business Owner Advisory
SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance of cash flow, especially in the wake of challenges posed by the pandemic, while highlighting the need for agility in financial planning and the advantages of technological solutions in optimizing cash management.
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