About Shannon James
My Vision
To provide education which empowers individuals towards financial independence, while building relationships that will grow and foster a recognition of your value and ability to proper. ‘A good man leaves an inheritance to his children’s children.’
My Mission
To build financial stability in my community by providing a Christian holistic approach to tax-efficient financial planning and offerings a full spectrum of investment solutions including but not limited to retirement accounts, brokerage, insurance, and more.
Meet My Team
