Client Service Associate

Shannon joined Professional Planning Group in 2023. She works on our Client Service team supporting our financial advisors. Shannon was most recently a Branch Manager for a local bank. She has strong communication skills and enjoys working with people.


Prior to joining Professional Planning Group, Shannon worked in banking for 14 years, most recently she was the Branch Manager for Jewett City Savings Bank. As Branch Manager she was responsible for branch operations, customer service, loan origination, budgeting and employee supervision and development.


Active in the community, Shannon serves on the Board of Directors for the Ocean Community Chamber of Commerce an organization committed to the betterment of the local community.


Shannon resides in Canterbury, CT with her husband, Matthew. They have three grown children, Jacqueline, Quentin, and Cleighton and two grandchildren.


In her free time, she loves to spend time with family and friends. Often you will find Shannon in Westerly, serving the community. She also enjoys baking, decorating, gardening, going to the beach and teaching.