top of page

Shannon T. Pitner, CFP

®

Founder & Chief Executive Officer

Shannon has been helping clients achieve their financial goals for over 35 years.

Nova Altered 6 Yes.jpeg

Nova Cruce

Executive Assistant

Nova brings 25 years of financial experience and dedicated customer service.

Isabella small headshot.jpg

Isabella Vaccaro

Client Service Manager

Isabella comes from a strong background in communications, PR and journalism. 

bottom of page