FOUNDING PARTNER
Shannon started her career in public accounting right out of college with PwC in Boston working in the Personal Financial Services group with high net worth individuals, private equity & venture capital owners, and C suite executives. After nearly a decade in Boston, she migrated closer to home joining a mid-tier firm, continuing her work with high net worth individuals and honed her skills working with businesses, trusts and estates. Shannon works with a variety of clients with a focus on individuals with complex matters such as carried interest, stock options and Section 1202 Qualified Small Business Stock.
A native of Bangor, Maine, Shannon moved to New Hampshire when she attended Bentley and fell in love with the Granite State. She currently resides in Bedford with her Chiweenie, Bella and two cats. When Shannon isn’t working or shopping, she loves bringing Bella to the dog park, playing Bingo (yes, Bingo) with her friends, participating in fantasy sports, cooking, yoga and her recent addition to the list, paint night!
Activities & Affiliations
• New Hampshire 40 Under Forty Honoree, Class of 2020
• NH Society of Certified Public Accountants, Member
• NH Society of CPAs - Women’s Golf Tournament Chair
• AICPA Individual & Self-Employed Tax Technical Resource Panel, Member
• American Institute of Certified Public Accountants, Member
• Next Charter School, Past Board Member and Treasurer
• Miss New Hampshire Scholarship Program, Past Board Member and Treasurer
Licenses
• Massachusetts, New Hampshire
Education
BENTLEY UNIVERSITY
B.S. Corporate Finance & Accounting, 2008
M.S. Taxation, 2009