Shannon Lynch

Shannon Lynch, CFP®, has a strong background in financial services, ranging from marketing internships to senior financial advisory roles at various companies like UBS, Personal Capital, and Compound. Throughout their career, Shannon has focused on utilizing technology to enhance the client experience and provide personalized wealth management services. Shannon is currently serving as the Principal & Senior Wealth Advisor at Compound Planning, where Shannon continues to make a positive impact on clients' lives through their expertise and dedication.