Shannon Kimmel

About Shannon Kimmel

I am a personal wealth strategist. A wealth strategist who is fully committed to each person I serve. Whether my clients have built their wealth resources over the years, have come into wealth, or both, I help my clients navigate financial complexities protecting and growing their wealth in tax advantaged ways.My extensive knowledge and own life experiences allows me to bring my clients to a path of peace and wise stewardship of their health and wealth resources. This creates an unparallelled high quality of life for my clients. It allows my clients to focus on what\'s most important to each of them- taking care of their relationships, building a legacy, giving to a worthy cause and/or providing opportunities for others that didn\'t seem possible.Shannon serves her clients with custom, client-centered wealth strategies for more than 30 years in financial services. She brings comprehensive investment & banking industry capabilities providing a wholistic experience for her clients.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Ruby Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Ruby Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.531 Philadelphia Street, Indiana, PA 15701

Experience

1. Financial Planning Professional

   Ruby Financial Group

   Aug 2024 — Present · Indiana, PA, US

   dba financial planning company

Education

• Indiana University of Pennsylvania

  Executive Masters of Business Administration, EMBA

  2016 — 2018

• Indiana University of Pennsylvania

  Bachelor of Applied Science - BASc, Accounting

  1989 — 1993

Skills

• Commercial Banking
• Refinance
• Coaching
• Finance
• Project Management
• Corporate Finance
• Transformational Leadership
• Portfolio Management
• Loans
• Business Development
• Wealth Management
• Loan Origination
• Investments
• Lines of Credit
• Continuous Process Improvement
• Bank Secrecy Act
• Business Analysis
• Aml
• Mortgage Banking
• Lean Manufacturing
• Asset Based Lending
• Leadership
• Deposits
• Customer Service
• Construction Loans
• Cash Management
• Marketing
• Credit Analysis
• Lean Leadership
• Financial Risk
• Business Strategy
• Home Equity Loans
• P&L Management
• Accounting
• Team Building
• Mortgage Lending
• Consumer Lending
• Commercial Lending
• Banking
• Risk Management