Shannon O’Leary

Shannon O’Leary serves as a Financial Planning Assistant, bringing a wealth of compassion and lived experience to the 1st Choice Financial Services team. With a natural gift for listening and a heart for service, she ensures our clients feel supported as they navigate their unique retirement journeys.

Shannon’s work is deeply informed by her own life experience. As a mother of three grown children, two of whom are on the autism spectrum, she understands the intricate financial considerations families face when planning for the long-term stewardship of children with special needs. She approaches this area of planning with professional insight and a genuine passion for supporting families walking a similar path.

Rooted in a biblical foundation, Shannon’s work is guided by the principles of integrity and stewardship. She strives to provide the “personal touch” that 1st Choice is known for, treating every client’s retirement goals with the same care she would her own. When she isn’t serving our clients, Shannon enjoys spending time with her family, reading, and staying active in her faith community.