Shannon oversees and processes all life insurance applications for Apogee Financial Partners including National Life and Life of the Southwest. From initial review through policy issue she is the liaison with the home office and tracks on all the various requirements that are needed to get the best approval possible. She also assists as backup for Client Services.
Shannon joined Apogee Financial Partners (Formally National Financial Services Group) in 1997 as the New Business Manager after honing her skills with New York Life in Austin, TX. This native Texan is known for her tenacity, compassion and experience. She likes to spend her free time traveling back home as well as all over the world enjoying family, photography, food and fun everywhere she goes.