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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.

Learn more about my practice.

Education

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

Highlights

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

Latest Insights

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Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business from tariffs.

Shannon Jenkins

Partner

Corporations

Small Business Owners: An Agile Approach to Successful Cash Management

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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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.