Shannon Ross, MBA
Managing Partner, Chief Executive Officer
Shannon is the managing partner and CEO of Lighthouse Financial. She is passionate about caring for her clients’ whole being and works diligently to help her clients’ progress towards their life-long goals. She is dedicated to coming along Lighthouse clients to help them identify areas that they are unknowingly or unnecessarily transferring their hard-earned wealth to others and then incorporating time-tested and trusted strategies aimed to eliminate the anxiety and confusion within their respective financial stories.
Shannon has worked in the finance and insurance industry since 1997. She has served as Director of Mergers and Acquisitions for American Express and Vice President over the Finance/Insurance sector at Verizon Communications. She has an MBA in Finance from the University of Phoenix in Phoenix, AZ, a dual BA in Psychology and Religious Studies from the University of Tennessee, and a Master’s-level designation in Splankna Therapy. Shannon holds a Series 65 securities license, as well as, life/health insurance license. She serves on several non-profit boards of directors that focus on orphan and widow care, teen suicide prevention and global anti-trafficking initiatives.