Shannon Wheeler
Director of Client and Staff Relations
Shannon began working for Wheeler Financial in 2007. Before joining the Wheeler team, she worked in patient relations for Saint Joseph Hospital in Lexington. During her 17 years with Saint Joseph, her goal was always to provide the highest level of service to the patients and their families.
Shannon is instrumental in the operations of the firm. Understanding and caring for the needs of each client is where you’ll see Shannon at her best, as well as being attentive to the Wheeler Financial Team.
When she’s out of the office, Shannon loves traveling, spending time with friends and family, and she has a passion for design. She completed the build-out of the Wheeler Financial office suite, and she has an ongoing presence in the design world in her spare time. Shannon is a Lexington native, resides with her husband, Lafe, of 21 years, and is the proud mother to her son, Zach, and daughter, Bailey.