Insurance Services Co-ordinator

Shannon joined Young Financial Group in 2020, with over 10 years of industry experience. In her Customer Service role, Shannon supports Rob and Caroline, acting as a liaison between various insurance companies, ensuring timely underwriting and service. Shannon is also responsible for monitoring existing insurance portfolios, keeping records up to date, and handling any inquiries on insurance-related matters.


Shannon’s comprehensive insurance knowledge, accuracy and kind demeanor when communicating with clients makes the application and renewal process enjoyable. Shannon has completed various industry related courses and is in the process of obtaining her Life Insurance license.  

In her spare time, Shannon enjoys cooking and dining out at new restaurants, traveling and playing guitar. 

HollisWealth® is a trade name of Investia Financial Services Inc. and Hollis Insurance. Investment products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products are provided through Hollis Insurance. Young Financial Group is a personal trade name of Robert P. Young. The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.