Shannon Garcia

Client Services Associate

Employed with our firm since 1994, Shannon has been known to take special interest in our clients and their stories. 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 403(b) loan or a complex service request, you will find her to be responsive and knowledgeable.

If you know Shannon, you know she is a proud parent of her two high achieving children. Erick is an EMT working towards becoming a firefighter and Jazmin is attending college in pursuit of becoming an educator. When Shannon is not at work, she can be found outside working on her ranch, camping, or on a horseback riding trip with her girlfriends. Her interest for helping others doesn’t stop in the office. She has volunteered for the San Bernardino County Sheriff’s Department’s Search and Rescue, Mounted Posse, and has enjoyed staying involved in her community.