Shannon J. Pike

Shannon J. Pike, CFP®, has a diverse and extensive work experience in the field of financial planning. Shannon J. is currently a Principal at Kassouf since November 2022. Previously, they served in various roles at the Financial Planning Association (FPA), including Chair of the Public Policy Council from 2019 to 2021, National Chair in 2018, and National President in 2017. Shannon J. was also a member of the FPA National Board of Directors from 2013 to 2018.

Prior to their involvement with FPA, Shannon worked as the Vice President, CCO & Director of Financial Planning at Tanglewood Legacy Advisors, LLC from 2016 to 2022. Shannon J. gained further experience as a Vice President & Senior Financial Advisor at Asset Management Advisors, Inc. from 2014 to 2016. Shannon J. also worked as a Principal at Integra Wealth Advisors, LLC from 2011 to 2014.

Shannon's career in financial planning began at JPMorganChase, where they served as a Regional Financial Planner in the Private Client Services Group. Shannon J. worked there from 2000 to 2006, conducting client meetings, leading financial planning processes, and providing comprehensive advice.

Before joining JPMorganChase, they worked as a Financial Planner/Senior Paraplanner at Prudential Financial Planning Services in 1998 and as a Senior Financial Planner at Linscomb & Williams from 2006 to 2011.

Shannon has also been actively involved in the financial planning community, serving as the Chair of the Chapter Leadership Advisory Council (CLAC) at the Financial Planning Association from 2009 to 2011 and as a member of the Board of Directors at FPA of Houston from 2004 to 2009.

Overall, Shannon J. Pike, CFP®, has demonstrated their expertise and commitment to the financial planning profession through their various roles and contributions to organizations and clients.

Shannon J. Pike, CFP®, holds a Bachelor of Science degree in Consumer Economics with a concentration in Financial Planning from the University of Illinois Urbana-Champaign, which was completed in 1996. Additionally, Shannon completed the Registered Financial Planning Program from the University of Houston, C.T. Bauer College of Business in 2001. Shannon also obtained training in banking through the American Bankers Association - American Institute of Banking in 1994.