Shannon Garcia

Client Services Associate

For 24 years Shannon has been known to take special interest in clients and their stories. She surprises clients with her ability to recognize them over the phone by the sound of their voice. Aside from her welcoming nature, her extensive knowledge base has been an asset to both clients and our firm. Whether it’s a general account question, a 403b loan or a complex service request, you will find her to be responsive and knowledgeable.

If you know Shannon, you know she is thoroughly involved with her family. Her oldest son, Erick, is on a football full ride with Texas Southern University but more importantly is a gifted scholar. Jazmin, her high schooler, is excelling as a fulltime IB student. In her free time, Shannon enjoys riding horses. She also volunteers for the San Bernardino County Sheriff’s Department’s Search and Rescue Unit and is a member of the Phelan Mounted Posse Unit.