Shannon joined the Benchmark team in 2014 as one of our financial planners. She and her husband, Hunter, have three wonderfully chaotic/brilliant/funny children—Annie, Audrey, and Andrew—and two Weimaraners (the most bestest good dogs in the whole-wide world). Together, their family shares a love for art, comedy, food, and fitness. The Acostas are active members of Eastside Community Church and are deeply involved in the Memphis community. Shannon is an avid runner, racing as a St. Jude Hero when she can. When she’s not logging miles, Shannon’s either solving murder mystery boxes, cracking the team up with her hilariously bad puns, or indulging her fascination with sharks—her favorite animal. On vacations, the Acostas enjoy skiing, culture, good wine, and family.

Before joining Benchmark, Shannon spent time sharpening her financial skills at Marriott Business Services and Marriott International. With her Masters in Finance, CFP® credentials, and CES™ designation, plus her Series 7 and 66 registrations (through LPL Financial), she’s your go-to for simplifying estate and financial planning. Shannon loves working with clients who lead busy lives and crave simplicity in their financial picture. Her ideal clients appreciate someone who asks great questions and will pull bigger meaning into their financial picture. With her blend of humor and heart, Shannon helps clients stay on course while tackling the complexities of their financial world—one well-timed pun at a time!