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Shannon Cool

Associate Advisor, Retirement Plans

Social Butterfly. Golden-Retriever Lover. Tree Hugger. Airplane Enthusiast. Softball Fanatic. Dedicated to helping people live their best lives!

Shannon Cool, Associate Advisor, Retirement Plans portrait

Passionate Retirement Plan Expert.

Shannon specializes in empowering 401(k) participants through comprehensive education, ensuring they understand the intricacies of their retirement plans and make informed decisions to secure their financial future.

Drawing from her education at Utica University and valuable work experience, she brings a unique perspective to financial planning. She places a strong focus on enhancing participant experiences by developing and delivering robust education programs.

Her passion for teamwork, leadership, and mentoring ensures that our processes are refined to optimize participant engagement and satisfaction.

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  • Masters in Healthcare Administration, Utica University
  • Bachelor of Science, Psychology, Utica University

Beneath the Surface

Claim to Fame

Known as the ultimate hype woman; embodying my high school senior superlative “Class Most School Spirit.”


Enjoys getting to know people, sleeping with the windows open, and cuddling with my Golden Retriever, Luna. Laughing with the people closest to me and impacting young softball players in my community fills my cup!


I have two wonderful parents who have taught me everything I know. I am the youngest of 4 siblings (save the best for last, am I right?) The perk of being the youngest is now I can be the Cool aunt–no pun intended!

Alone we can do so little, together we can do so much.

Helen Keller