Shannel joined our Corporate Retirement Plan team as a client service associate, bringing a diverse background of financial expertise and customer service experience. She previously worked on the administration team at Aldrich Advisors before joining the tax team, where she specialized in private wealth tax services and worked closely with Aldrich Wealth clients.
Her comprehensive understanding of financial services, coupled with her dedication to client satisfaction, makes her an invaluable asset to the firm. Shannel earned her Bachelor of Science in accounting from Portland State University in June 2022.
Outside of work, Shannel is passionate about dance and has performed with community theaters and professional dance companies. She also enjoys spending time with friends and family, wine tasting, camping, hiking, and volunteering at her daughter’s school.
