Portfolio Review

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    Questions about your current portfolio or seeking a second opinion?
     
    Speak with one of our
    advisors
    or call 866.545.8816. (New clients only.)
    All other needs, call 800.711.2027.

     

Shannon Moenkhaus, CFP Print E-mail
Shannon Moenkhaus, CFP® joined Buckingham Asset Management, LLC in 2009 as a wealth advisor. She obtained her Certified Financial PlannerTM certification in 2003. She passed the Life and Health Insurance examination in 2001.
 
Prior to joining Buckingham, Shannon was senior vice president of financial advisory services for Enterprise Bank & Trust. She also served as a senior tax consultant for PricewaterhouseCoopers.
 
Shannon is active in the following organizations: member of the board of directors for the Central Institute for the Deaf (since 2007), member of the Presidents Council Zeta Chapter (since 2008), member of the board of directors for Logos School (since 2008).
 
She was a speaker at the 2009 Women’s Financial Education Series sponsored by the University of Missouri Extension Program. The series offers session-based workshops to help women increase their current levels of financial knowledge and develop confidence in decision-making abilities.
 
Shannon holds a bachelor’s degree from the University of Missouri in Columbia.


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