Professional

The stock market crash of 2008 signaled the start of The Great Recession which compromised the financial security of many American families. It was at this time that I knew for sure that I wanted to dedicate my career to helping people make the right financial decisions throughout their lifetime so that they can be prepared for whatever situation, challenge or opportunity, that they may face in the future.

I started my practice in 2009 and ever since I have been very passionate about helping my clients to understand where they are in respect to their goals and dreams and help them build a road map to get on track and stay on track. My team and I work very hard to deliver a financial planning experience that incorporates great customer service, high quality financial plans, and efficient execution.

We deeply care about our clients and building a long term trusting relationship is our number one priority. Through listening, asking the right questions and understanding our clients vision and why it is important to them, we deliver financial planning in a way that motivates our clients to make the decison to protect themselves and invest now, so they will be successful in the future. This level accountability is essential to have a successful advisor and client relationship.

Certifications: CFP®

Securities Licenses: Series 7, 65, 63, 6

Gray Shannahan, CFP®

Wealth Management Advisor

 

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