Shannon M Sottile, CFP®, ChFC®
Private Wealth Strategist
“No two journeys are alike. Everyone has different hopes, dreams, and challenges that present themselves along the way. In a profession where people are constantly chasing return on investments, I believe in pursuing return on relationships.”
With over 18 years of experience in Wealth Management and Financial Planning, Shannon works closely with her clients to create defined strategies to help them reach their goals. Areas of particular expertise include all aspects of portfolio analysis, retirement and estate planning.
Before joining Regina Beatty and the Mosaic Wealth Consulting team, Shannon worked for S&T Bank and also First Commonwealth Bank’s wealth management groups as a financial advisor and relationship manager. Shannon is a student of the business and has earned the Certified Financial Planner Practitioner (CFP) certification and also the Chartered Financial Consultant (ChFC) designation.
Giving back to her profession, she was a member of the 2007-08 teaching faculty at Bucknell University for the Pennsylvania Bankers Association Trust School.
Shannon resides in Marion Center, PA with her husband Danny and youngest daughter Jayde. She enjoys spending time with her family and sharing with them a passion for horses.