Shannon Heffner

Advisor Solutions Center Team Leader, Managing Director

Cleveland, OH


Shannon joined MAI in 2011 and is the Advisor Solutions Center Team Leader. She oversees the Financial Planning and Client Accounting Teams and is responsible for onboarding new acquisitions, streamlining and implementing new technology and work processes that place the client first.

Prior to MAI, Shannon was a Data Analyst at Lutheran Hospital.

She earned her BA in Accounting from Ashford University.

Shannon is active in her community and volunteers at Berea Animal Rescue Fund.

We look forward to learning about your financial goals.