Shannon is a Wealth Advisor and Financial Professional working with Ruby Financial Group offering insurance and investment products through New York Life Insurance Company, NYLIFE Securities LLC and advisory services through Eagle Strategies LLC. She has been helping her clients for over 30 years in financial services. Shannon offers the following services including, but not limited to, college funding, retirement planning, life insurance and annuity strategies, long-term care insurance as well as trust and estate planning.
Shannon has earned both her BS in Accounting and MBA degrees from the Indiana University of Pennsylvania (IUP) Eberly College of Business and Information Technology (ECOBIT). She enjoys spending time with family and friends. Aside from her board of director role with UWIC, she also serves on the IUP ECOBIT Advisory Board, Salvation Army volunteer as well as serves in her local church.
In addition to Shannon’s Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, she is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. She is located at the Ruby Financial Group office located at 531 Philadelphia St Indiana, PA 15701-3948.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Ruby Financial Group is not owned or operated by Eagle Strategies LLC or its affiliates.
Neither Ruby Financial Group nor its representatives, provides tax, or accounting advice. Please consult your own tax accounting professional before making any decisions.