General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As a Relationship Manager, Shannon in responsible for maintaining strong client relationships by properly administering trusts, estates, IRAs, and agency accounts. On a daily basis, she looks out for the best interests of her clients and their investments by providing support through accurate information and guidance.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
Register Now