Broker Check
Tara Shannon, FPQP™

Tara Shannon, FPQP

Wealth Plan Services Coordinator

Tara Shannon is the Wealth Plan Services Coordinator at Owenby Jones Wealth Management, LLC. In this role, she partners with the advisors and their clients to ensure the review meetings are coordinated & prepped appropriately along with providing additional support for their servicing needs. Additionally, she provides other office administration & operational support including special projects to enhance the client experience at the company.

Prior to joining OJWM, Tara was a Risk Account Mangaer at Equifax. Before Equifax, Tara had 6 years of experience in banking, to include Bank One (now JP Morgan Chase) and Beneficial Mortgage in Dayton, Ohio.

Tara graduated from Wright State University in Dayton, Ohio with a bachelor's degree in Sociology in 1995. She also earned a Master's in Management with an emphasis in Human Resources Management from Troy University in 2008. She also earned the designation of Financial Paraplanner Qualified Professional™ from the College for Financial Planning®.

Tara and her husband Andrew reside in Cumming, Georgia with their youngest child Madison. They have two older children Adrian and Whitney, along with a grandson PJ. Tara and her family are active members of New Zion Christian Church in Suwanee, Georgia.