Shannon Neimeyer, CFP^®, ChFC^®

Shannon, a native of Los Angeles, spent over a decade in Northern California before returning to her roots. She holds a degree in Finance with a Minor in Economics from Santa Clara University. Shannon was determined to pursue a career that would allow her to make a real impact in people's lives. After extensive research and deliberation, she was drawn to the field of financial services. Inspired by her father, an experienced financial advisor, Shannon recognized the significance of this career path, which provides opportunities to build lasting relationships and helps people achieve their most important life goals. She embraced the challenge of this dynamic and ever-evolving industry, driven by her passion for helping others and her commitment to excellence. In 2014, Shannon began working at MetLife Premier Client Group and then in 2016 joined MassMutual. To further her dedication to her career, she obtained both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant designations in 2017. In 2024, Shannon, joined Sovran Advisors, which has allowed her and her father to solidify their father-daughter practice with an independent firm.

In addition to her professional achievements, Shannon has always been committed to giving back to her community. She has volunteered with several non-profit organizations, including the Alzheimer’s Association in Silicon Valley, League of Women Voters in San Francisco, and South Hills Church in Burbank. When not advising clients or volunteering, Shannon and her husband enjoy spending time with their family on the golf course, whipping up culinary delights in the kitchen, and cheering on the Dodgers.

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