B.A. -Economics/ English- Assumption College, 1997

M.B.A. -Financial Management- University of South Florida, 2001



Product Development & Marketing Coordinator- Gunn Allen Financial 1998-2004

Director of Training and Development- Northwestern Mutual 2004-2005

Wealth Management Advisor- Northwestern Mutual 2006-Present

Earned CERTIFIED FINANCIAL PLANNER  certification 2003

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which awards to individuals who successfully complete initial and ongoing certification requirements.


Shannon Ouellette

Shannon Ouellette, CFP®, RICP®, CDFA®

Wealth Management Advisor


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