Shannon Blackmon, CFP®


Blackmon, CFP®

The subject of money can provoke a whole range of feelings: pride, guilt, stress, and more. These feelings often stem from our life experience which results in our ‘money story’ or our personal narrative about money.

Shannon Blackmon, CFP®, enlightens and empowers audiences across the country to expand their money mindsets and stories through her financial wellbeing presentations.

Helping others not only survive but flourish and live full, prosperous lives is her goal. Highly trained in financial planning and investment management, Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals.

Shannon's approach to financial planning has been impacted through the intellectual generosity of her colleagues, the tax, retirement and wealth advisors of Thomas Doll.  Most influential has been the mentorship of colleague, Haden Werhan.

Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level ITM Practitioner. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council. She is a member of ProVisors, Dental Speaker Institute, and Dental Speakers Bureau.

"Financial well-being is more than just being rich. It’s a balance between time and money, ease, flow and understanding around your finances, and ultimately, achieving freedom."


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Shannon Blackmon, CFP®


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