Our advisors

William J Shannon

CFP®, ChFC®

Private Wealth Advisor

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

Richard Lewis

Financial Advisor

Managing Partner of Shannon, Lewis & Van Heel
Learn more about Richard Lewis Visit Richard Lewis's website

Brent Van Heel

CRPC, AWMA℠

Private Wealth Advisor

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

Christian Lewis

Associate Financial Advisor

Insurance Specialist
Learn more about Christian Lewis Visit Christian Lewis's website

Mitchell Max

Associate Financial Advisor

Learn more about Mitchell Max Visit Mitchell Max's website


Our team

Steven J. Yerhart

Steven J. Yerhart

Paraplanner

Rhonda Felder

Rhonda Felder

Office Manager

Ingrid Christopherson

Ingrid Christopherson

Operations Director,

Financial Planning Specialist
Fallon Opperman

Fallon Opperman

Client Service Coordinator

Luke J. Martinson

Luke J. Martinson

Marketing Specialist,

Client Service Specialist
Kelli Bjerke

Kelli Bjerke

Client Service Coordinator

Doug Dunning

Doug Dunning

Financial Planning Specialist

Robert Vollenweider

Robert Vollenweider

Financial Planning Specialist

Parker Shannon

Parker Shannon

Financial Planning Specialist,

Client Service Specialist