Shannon Heffner

Advisor Solutions Center Team Leader, Managing Director

Cleveland, OH


Work Experience

  • Joined MAI in 2011 and is responsible for leading firm cross-functional teams and driving agile practices throughout the organization
  • Uses her experience onboarding new acquisitions, streamlining process, and implementing new technology
  • Develops work processes that place the client first
  • Previously was a Data Analyst at Lutheran Hospital


Life Outside of MAI 

  • Active in her community and volunteers at Berea Animal Rescue Fund



  • Ashford University, BA in Accounting
  • Lean Six Sigma Green Belt certified

We look forward to learning about your financial goals.