Shannon Smith, Client Concierge

Shannon joined the firm in November 2023 and brings with her over 20 years of experience providing administrative services in a professional office.  Shannon guides new clients through our onboarding process and then ensures all of our clients continue to receive the timely assistance they deserve throughout our professional relationship. She is the primary point of contact for phone calls and emails, collecting client documentation, and distributing firm information to clients.  

Shannon graduated with her bachelor’s degree in Human Resource Management from Empire State College in 2010