Retirement Plans Specialist
Shannon joined Sage Rutty in 2015 and wears many hats in her role as coordinator on our team. Working directly with the human resource representatives and plan participants. Shannon maintains all client data, tracks participant eligibility and prepares for all enrollment meetings. She is our team’s account consolidation expert, where she assists participants with hundreds of rollovers every year. As marketing coordinator, Shannon also helps design and deliver professional education and informational content to our clients and prospective clients. Prior to her career with Sage Rutty, she worked as a supervisor in the security industry for six years. Shannon completed her Associates Degree with a double major in Business Administration and Criminal Justice. In her free time, she enjoys spending time with her son and daughter and their two dogs.