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Shannon Gerigs Executive Marketing & Administrative Assistant to Ian Clark; Investment Representative; Life & Health Insurance Advisor

Shannon joined the Ocean Wealth team in mid-2017 as our Executive Assistant. Before joining the team, she worked with a national insurance distributor for 3 years where she gained immense product knowledge in life and living benefits. Shannon tends to our immediate client needs and seeks solutions to everyday challenges. She is as comfortable with current technology as she is around her antique camera and radio collections and keeps things cutting edge by combining the best of the old and the new. Not only responsible for managing our social media communications she also strives for ways to use technology to increase our efficiency.

Shannon has been a licensed Life Insurance advisor since 2017 and obtained her Investment Representative license in 2019. Constantly striving for knowledge, Shannon is currently working towards her Qualified Associate Financial Planner (QAFP) designation. She is a lover of birds; having three of her own, gardening, spending time in natural green-spaces, and cooking from-scratch meals her grandma would be proud of.

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