Shannon V. Wegner, CFP
As President of Wegner Asset Management, I have been a Certified Financial Planner (CFP) for over 10 years. I have been involved in the financial industry for over 15 years, beginning when I traded commodity futures and options while still in college. After receiving a double-major in both Economics and Communication Arts from the University of Wisconsin-Madison, I held positions at US Bank in Madison, Fidelity Investments in Boston, and Kaplan Financial Services in Boston. I established Wegner Asset Management in 1998, and am an active member of the financial community, including the Financial Planning Association (FPA). As a USPTA Certified Professional Tennis Instructor, I still occasionally teach at resorts in the Caribbean.