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Shannon Brennan, ChFC®, CLU®, FLMI, FALU

Shannon Brennan, ChFC®, CLU®, FLMI, FALU

Director, Insurance Operations

Oversees the Insurance Operations team, ensuring that cases move smoothly through the underwriting process

Holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Fellow, Life Management Institute (FLMI), and Fellow, Academy of Life Underwriting (FALU) designations; New Hampshire and Massachusetts life, accident, and health licenses; the Wealth Management Specialist designation; and FINRA Series 7, 24, and 66 securities registrations

Holds a BS from Keene State College