SHANNON SPALDING
PARTNER
TRUMANSBURG OFFICE
EXPERTISE
With a wealth of knowledge and years of experience with the HHFG, Shannon is here to help you navigate the complex world of personal finance and make informed decisions that will shape your financial future.
With a strong background in the HHFG business, Shannon has honed her expertise through years of working closely with individuals and families from diverse backgrounds. She understands that each client has unique goals, priorities, and challenges, and she is dedicated to tailoring her recommendations to your specific needs.
Shannon prioritizes building strong, long-term relationships based on trust, transparency and open communication. She believes that financial planning shouldn’t be intimidating or overwhelming, and she strives to create a comfortable environment where clients can freely discuss their financial dreams and concerns. Shannon firmly believes that by understanding your financial aspirations, she can guide you towards achieving them, no matter how big or small.
EXPERIENCE & BACKGROUND
Shannon joined the HHFG Team in 2005 as the Director of Client Services in our Trumansburg office. During her time fulfilling that role, she was the primary point of contact for all administrative and operational needs, including account openings. In 2022, Shannon became a Partner for the HHFG Trumansburg team! She is excited to be working with clients in a different capacity, helping them design solutions to turn their vision of their financial future into freedom.
Bachelor of Science, Psychology, SUNY Cortland
DESIGNATIONS & ACOMPLISHMENTS
Life & Health Insurance Licensed
Mid-York Color Guard Circuit Hall of Fame
PERSONAL PASSIONS & FAMILY
Shannon loves spending time with her husband, Rich, and their three children. She is actively involved in their sporting organizations, both locally and in travel leagues. When she is not cheering them on at games and tournaments, she can be found coaching Color Guard and Marching Band—having done so since she began in 1997!