Shannon Wayne

Background

About Shannon Wayne

With seven years of experience in the financial services industry, I am an integral team member of Haven Wealth Advisors, a private client group of Northwestern. I hold multiple licenses and certifications in insurance, investment, and extended care, and I have competencies in operation management, organization, and risk management. My mission is to provide exceptional service and support to our clients, who trust us to help them achieve their financial security and goals. I facilitate the client onboarding process, steward client relationships, assist with client portal and technology support, and act as the point of contact for our policy holders. I also help to reduce risk, manage long-term assets, manage the claims process, and hold clients accountable for their financial plans. I am passionate about delivering holistic financial planning solutions that align with our clients' definition of financial security.