"We take our reputation very seriously and care deeply about our clients. I strive to live my life according to the Proverb that says a good name is greater than riches.”

HOW I CAN HELP YOU

Jared specializes in serving select high-net-worth individuals, families and business owners who are looking for a trusted advisor to help them build, manage, preserve and transition wealth, allowing them more time to pursue their passions. Through a client-centric approach, he strives to provide effective communication, excellent service, and tailored advice to meet clients' most crucial needs in a wide range of the investment planning areas.

WHAT MAKES ME KNOWLEDGEABLE

Since joining Wells Fargo Advisors in 2008, Jared earned the CERTIFIED FINANCIAL PLANNER^® professional designation in 2011 in order to serve his clients more deeply. As a life-long learner, he completed an executive education program at the University of Chicago Booth School of Business in 2018, earning the Certified Private Wealth Advisor^® certification after completing a rigorous qualification course and exam. Jared has been honored to be named a 2022 Forbes Top Next-Gen Wealth Advisor Best-In-State*. He holds the applicable securities and registrations, Life, Health and Variable Annuity licenses and is currently registered and serving clients in 30 states. Prior to his wealth management career, he was a Certified Public Accountant for three years and focused on corporate tax returns. He attended Harding University in Searcy, Arkansas, where he obtained a B.B.A. in accounting.

GETTING TO KNOW ME

Jared married his wife, Morgan in 2009 and they are immeasurably blessed with two children, Gunter and Rayanne. They are proud residents of Panama City. He enjoys spending time with family and friends and is passionate about traveling in their RV, Braves baseball and giving back to his community. He serves in various church activities and is an active deacon at Hiland Park Baptist Church. In the past, he has served on the finance committee at Hiland Park Baptist Church, on the Gulf Coast State College Alumni Advisory Council, and as a board member for the United Way of Northwest Florida, Inc.

2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).

*The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion.  Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

“When you work with our team, we do what is best for our clients. Our clients are part of our family, and we truly want them to be successful.”

HOW I CAN HELP YOU

Shannon works with select high-net-worth individuals, families, business owners and retirees who are looking for an advisor to help build, manage and preserve their assets. She offers a wide range of services, including multi-generational planning and education, estate planning strategies, wealth preservation, portfolio management, efficient retirement accumulation and distribution planning, legacy planning, charitable giving, and risk management. She strives to provide excellent service to her clients' most crucial needs. Through a client-centric approach she guides and mentors by aligning planning and investing with long-term goals. 

WHAT MAKES ME KNOWLEDGEABLE

With more than two decades of experience across several financial disciplines, including investments and private wealth bank financial services, Shannon joined Burleson Wealth Management Group in 2016. She has earned the Accredited Asset Management Specialist^TM professional designation in order to serve her clients to the highest level. She also holds the applicable securities and registrations, Life, Health and Variable Annuity licenses and is currently registered and serving clients in 30 states. She attended the University of Florida and obtained her B.S. in business administration and management from the Warrington College of Business.

GETTING TO KNOW ME

A life-long resident of Panama City, Shannon lives with her husband, Jessie and daughter, Olivia. She enjoys spending time with family and friends, traveling, watching Olivia’s soccer games, reading, boating and fishing. She is passionate about giving back to her community and is a member of Emerald Coast Business Women’s Association, St. Andrew Bay Yacht Club and a Mosley High School Soccer Booster.

"I strive to make our clients feel valued and appreciated"

HOW I CAN HELP YOU

Andrea is the first point of client contact for the team. She provides comprehensive administrative services and processes money movement. She is extremely organized and is fully devoted to helping clients with their investment planning needs. Her positive attitude and laughter brightens everyone’s day when interacting with clients. 

WHAT MAKES ME KNOWLEDGEABLE

Andrea began her extensive client service career in 2000.  She joined A.G. Edwards in 2002 and started working for Burleson Wealth Management Group in 2006. Andrea has the unique ability to make everyone she meets feel special.

GETTING TO KNOW ME

Born in the Czech Republic, Andrea now lives in Panama City Beach with her  family and two cats. Outside of the office, she enjoys kayaking and baking. She is fluent in Czech. Having lived in three countries, she brings a multi-cultural view  to the team and self-proclaimed added “spice.”

"We understand the importance of having trustworthy people by your side through the complexities of life and are honored to serve our clients"

HOW I CAN HELP YOU

Jessica is dedicated to clearly understanding your financial needs to effectively partner with clients on their investment journey.  She is determined to efficiently deliver the resources necessary to ensure a seamless process and allow you to live out your investment plan.  Her attention to detail and unrivaled work ethic will ensure clients receive unparalleled service and a pleasant experience.

WHAT MAKES ME KNOWLEDGEABLE

Jessica began her financial career with Burleson Wealth Management Group in July 2023.  She graduated from Florida State University in 2005 with a bachelor’s degree in Business Management.  She spent her career in order management with a focus on fostering relationships with distributors and large corporations in the oil and gas industry.  During her time in sales at Berg Steel Pipe she dedicated her efforts to developing deeper relationships with customers by ensuring their needs were met.

GETTING TO KNOW ME

Jessica spent much of her life in Panama City before moving to Tallahassee to attend Florida State University.  After returning from college, she soon met her incredible husband, Scott.  Scott and Jessica married in 2011 and were given the great privilege of loving and supporting three children, Kinley, Preston, and Kate.  Jessica adores her family and friends and the investment they make in one another’s lives.  She loves exercising, paddleboarding, biking, photography, and cheering on the kids in their extracurricular activities.  Her family loves to laugh and play together, and they travel to a new state each year for a family photoshoot.