A partnership dedicated to your success

At Echelon Wealth Management, our team is here to be your partner, working with you each step of the way as you pursue your financial objectives and experience life’s milestones and events. Our decades of industry experience are combined with a dynamic approach designed to adapt to your goals as they change shape throughout your life.

As in all relationships, we know that trust is earned, not given. By fostering open relationships with our clients, we strive to create a transparent and comfortable space in which we will develop a custom financial plan that’s truly tailored to the intricacies of your life and needs.

In addition to the well-reasoned financial planning guidance we provide, we are active portfolio managers and hand-select an investment strategy custom to your needs. We are continuously engaged in the market, leveraging sophisticated research to stay abreast of trends and fluctuations as we manage your wealth.

Meet your team

Shannon K. Bennett, CFP^®
Senior Vice President, Investments

Lena Trotter-Beasley
Senior Registered Client Service Associate