Client Service Associate
Shannon joined BentOak Capital in the spring of 2020 and brings over a decade of financial services experience. Shannon attended Weatherford College and is currently working on her Bachelor’s in Business Administration at Tarleton State University. Prior to joining BentOak, Shannon worked at PlainsCapital Bank and Wells Fargo.
Shannon primarily works in our Fort Worth office as a Client Service Associate. She is eager to help BentOak clients with any administrative needs they may have – from address changes to retirement distributions. Shannon also helps with advisor scheduling and client meeting follow-up items.
When not in the office, Shannon enjoys spending time with her husband of 10 years and playing ukulele and piano. Shannon and her husband are very involved in their church where they volunteer at the food bank and serve as worship pastors.