Creating & Preserving Wealth for Generations

Shannon joined Sage Rutty in 2015 and wears many hats in her role as coordinator on our team. Working directly with leadership and employees of our clients. Shannon maintains record data, tracks participant eligibility and prepares documents and disclosures. She is our team’s account consolidation expert, where she assists hundreds of participants every year rollover their assets from other accounts. 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. Shannon has a degree in Business Administration and Criminal Justice. In her free time, she enjoys spending time with her son and daughter and their two dogs.