Shannon Spisak
CRC®
Shannon Spisak joined the Nation Choice Reserve team in 2011. With over 15 years of experience in the insurance and investment industries, she brings a wealth of knowledge and professionalism to her work and takes pride in acting as a trusted advisor to her clients.
When working with clients, Shannon takes a practical, common sense approach to investing. She also takes the time to really get to know her clients as individuals, and helps them identify their needs vs. wants in creating a long-term investment plan. Shannon especially enjoys working closely together with her clients to create a solid strategy to fuel their retirement goals.
Shannon attended the University of Pittsburgh-Greensburg campus, where she graduated with highest honors and obtained her bachelor’s degree in Business Management & Accounting with a minor in Economics & Computer Science. In her professional designations, Shannon is a licensed insurance professional, holds Series 7 & 66 securities registrations, and has obtained her Certified Retirement Counselor (CRC®) designation.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and Nation Choice Reserve Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
