Shannon Freney

I’ve been a client of Shannon Freney for the past 7 years and have followed him throughout his career because of the consistent value and comprehensive advice he provides. Shannon takes the time to understand my circumstances and goals, and then delivers advice that is not only specific just to me & my familyy, but forward-looking at everything that's yet to come. His ability to explain complex financial concepts in a way that makes sense has given me absolutely confidence in my financial decisions. What I appreciate most is that his advice isn’t just about money, it covering everything from cash flow to tax strategies, insurance, and longer-term wealth building. I genuinely feel that Shannon has added immense value to my financial journey, and I trust him implicitly with my future planning. I couldn’t recommend him highly enough.

Over the years, my life has changed significantly from being single to getting married, and now welcoming my first child. Each stage brought new challenges and Shannon was there to guide me through every step. From adjusting my cash flow to help my wife during maternity leave, account for a growing family, ensuring we had the right insurance protections in place, and helping us plan for future education, Shannon’s advice has been instrumental in both money and keeping me sane. It’s reassuring to know I have someone who can adapt our financial strategy as life evolves, allowing me to focus on my family with confidence and peace of mind