Shannon Wedepohl is an Associate Financial Advisor with The Cowans Mitchell Group. She plays an integral role in delivering comprehensive financial planning and ongoing client support. Working closely with the team, she helps lead financial reviews, develops detailed financial plans, and provides analysis across key areas including tax strategy, insurance solutions, and estate planning. Shannon also supports select prospective client conversations, contributing to a thoughtful and thorough planning experience from the outset.
Shannon brings a continuity of experience in comprehensive financial planning, having previously worked at Mariner and Edelman Financial Engines, where she partnered with advisors to support clients across a wide range of financial needs. Her background reflects a consistent focus on helping individuals and families navigate complex financial decisions with clarity and structure.
She began her career in finance in 2018 after serving as the Director of a nonprofit organization supporting foster youth, an experience that continues to inform her client-centered approach and commitment to making a meaningful impact.
Shannon holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor™ designation, along with her Series 65 license and life insurance credentials.
Outside of the office, Shannon enjoys spending time with friends and family, traveling, and staying active through sports.