Shannon Blackmon

Portfolio Advisor

Thomas Doll

My passion is listening to clients’ values and goals and then aligning their investment strategy, to meet those goals.  The biggest reason I love doing what I do is that I am able to interact with amazing clients who have progressive values, and I get to play a small role in seeing those values amplified through their activism, philanthropy, and investment choices.

One of the responsibilities I enjoy most is helping to guide new clients through the wealth management process; providing insights into cash flow, net worth, risk management, insurance, and of course, investments. I spent over ten years in the personal insurance industry before specifically seeking a position in a fee-only wealth management firm in order to deliver more value to clients. I am a CERTIFIED FINANCIAL PLANNER™ and I live in Hercules with my husband and three children.

Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.