Shannon began her career in public accounting and provided tax planning and preparation services to a wide variety of clients for over twenty years. In 2016, she joined Compton Wealth making the transition to financial services. After learning the industry, she discovered her interest in risk management and ensuring compliance with regulatory requirements. In addition to compliance, Shannon is responsible for overseeing company finances and Compton Wealth’s customized family office solutions. She earned a Bachelor of Science degree from the University of Virginia’s McIntire School of Commerce and is a licensed CPA. She is currently working toward becoming an Investment Adviser Certified Compliance Professional.
Shannon is a native of the Hampton Roads area and currently lives in Virginia Beach. She enjoys practicing yoga, reading, and spending time with her family.
Certifications & Licenses: Certified Public Accountant (CPA)