Shannon, Lewis & Van Heel

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Advisors

William J Shannon

CFP®, ChFC®

Private Wealth Advisor

Chief Executive Officer of Shannon, Lewis & Van Heel
Visit William J Shannon's website

Richard Lewis

Financial Advisor

Managing Partner of Shannon, Lewis & Van Heel
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Brent Van Heel

CRPC, AWMA℠

Private Wealth Advisor

Managing Partner of Shannon, Lewis & Van Heel
Visit Brent Van Heel's website

Stephen - Williams

Financial Advisor

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Mitchell Max

Associate Financial Advisor

Visit Mitchell Max's website


Team

Kelli Bjerke

Kelli Bjerke

Client Service Manager

Luke Martinson

Luke Martinson

Marketing Specialist,

Client Service Specialist