Shannon Lewandoski - Certified Exit Planning Advisor & Financial Planner
Shannon Lewandoski is a dedicated financial planner and wealth manager committed to helping business owners, professionals, and local families navigate the intricate landscape of financial planning. With a profound focus on fostering relationships and building a comprehensive understanding of his clients' needs, his mission is to provide tailored solutions that align with their financial goals.
About Shannon: As an Exit Planning Advisor, Shannon specializes in assisting business owners in getting financially organized. His approach involves a thorough understanding of their assets, valuation, growth strategies, and tax implications. Shannon works closely with a team of tax and legal professionals to ensure a holistic and well-coordinated financial plan.
Professional Practice: Shannon's clientele spans business owners, professionals, and local families, all of whom benefit from his expertise in wealth management. He believes in growing with his clients and bringing in specialists when needed to ensure his firm serves as a valuable resource. Shannon is dedicated to fostering long-term relationships that evolve with the changing needs of his clients.
Passions Beyond Finance: Outside the world of finance, Shannon has a deep love for hockey, both as a coach and a player. He is actively involved in the hockey community and proudly serves on the board for Hockey Players in Business, a 501c3 organization. Traveling and golfing are other pursuits that he indulges in to maintain a well-rounded and balanced lifestyle.
Personal Life: Shannon is happily married to Mary Frances, and together, they are raising three wonderful children – Kelley (15), Reid (13), and Kate (3). Family is at the core of everything Shannon does, and his commitment to their well-being extends to the personalized financial strategies he offers to his clients.
Community Involvement: Being a member of the Missouri Athletic Club adds another layer to Shannon's community engagement. It's important to him to contribute to the places he lives and works, and being part of organizations like Hockey Players in Business and his involvement in the Missouri Athletic Club allows him to give back in meaningful ways.
In summary, Shannon Lewandoski's journey as a financial planner is defined by a passion for building lasting relationships, a commitment to client success, and a dedication to continuous learning. He looks forward to guiding clients through their financial journeys and helping them achieve the prosperity they deserve.
