Your vision. Our guidance.

Shannon Sorensen


Shannon Sorensen

Shannon Sorensen

Director of Community Relations


Shannon has been involved in the financial management industry since 1986. She is very experienced in coordinating client events and giving back to the community, as well as being a member of the Centennial Guild in support of Children’s Hospital Los Angeles


She offers personalized quality service through well-executed events and supports team members as they provide exceptional knowledge and a high level of service to clients.

Shannon loves spending time with her husband, three children, and granddaughter. She also enjoys spending time outdoors, traveling and wine tasting.

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