Shannon Workman’s pragmatic knowledge and understanding of financial advice has been honed over two decades of hands-on experience.
Shannon’s career began on an advisory services team for a St. Louis firm, providing advice for a fee rather than commissions. To immerse herself in meeting the goals and objectives of financial planning clients, Shannon went to work for Bridge Trading Company, an institutional agency brokerage firm that trades securities for financial institutions worldwide. In her role as an institutional equity trader at the firm’s headquarters in St. Louis, Shannon oversaw large trading orders for institutional investors, such as mutual funds, hedge funds and trust companies, giving her the opportunity to observe the investment strategies and tactics of various managers.
Shannon’s interest in assisting individual investors led her to manage an office for a national financial planning firm. While there, Shannon was introduced to Neal Furlong, and eventually joined his team, where she managed office operations and provided clients with service and assistance.
Shannon attended the University of Kansas, earning a degree in Communications. She currently holds the Series 7 and 63 licenses. She is an avid sports fan who is particularly passionate about KU Jayhawk basketball, as well as any game in which either of her two sons, Evan and Aidan, are playing. Shannon enjoys biking, exercising, and playing sports with her sons and husband, Andrew, along with spending time with the family’s two dogs.