Client Service Coordinator
Shannon Leonard, Client Service Coordinator, helps make every visit or communication with Choice Wealth Advisors a success. She assists clients as they prepare to meet with our advisors, schedules appointments, coordinates paperwork and follows up to keep the process moving along smoothly.
Shannon enjoys getting to know clients and assisting them on their financial freedom journey. Her passion is helping people and forming relationships, which is why we are so happy she is part of our team here at CWA.
Shannon has worked in the financial services and insurance industries since 2001.
Shannon resides in Augusta, Maine with her two dogs Ursce and Tanner and she would not want to leave out her kitty Cleo. She enjoys hiking, kayaking, and spending time with her children and grandchildren.