Meet The Team

CA Insurance License Number: 0C58661. Resident State CA

Shannon has more than three decades of experience providing wealth management and financial services to individuals, corporate executives, and small to medium size businesses. As a Managing Director - Investments at Wells Fargo Advisors, she helps clients identify and prioritize their short- and long-term financial goals to create a prudent solution to each client’s complex financial needs.

Shannon received her undergraduate degree from California State University of Long Beach and a Master of Science in Personal Financial Planning (MSPFP). She has also obtained her CERTIFIED FINANCIAL PLANNER^® designation from the College of Financial Planning. Prior to joining Wells Fargo Advisors, Shannon served clients and lead advisors for over 20 years with Ameriprise Financial Services. In her role as a Field Vice President, she was responsible for the training and development of financial advisors in the areas of fundamental investment strategies, business development, and effective client management. Shannon has met the stringent criteria and completed the necessary training required to earn the firm’s Fundamental Choice Portfolio Manager designation.

Shannon and her husband live in Manhattan Beach with their two daughters Lauren and Taylor. As a family, the Ryan’s are deeply committed to philanthropic endeavors in their community and the world.

_{The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is$50,000.}

CA Insurance License Number: OE60246. Resident State CA


Rob has over 20 years of industry experience with a focus in investments, insurance, and retirement

strategies. He has earned the Chartered Retirement Planning Counselor designation by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

As a Financial Advisor, he supports clients focusing on retirement planning, financial reporting, analytics, research, and due diligence.  He acts as the team lead for portfolio execution following client meetings and continues to follow up on tasks to help ensure all action items are completed in a timely manner. Robert also prepares all client meeting agendas and considers strategies and additional opportunities to help clients meet their financial goals.

Rob and his wife Christi live in Lomita with their son Luke. Remaining active in the community is important to Rob. As a veteran, he supports the men and women serving in the armed forces through the America Legion. They also have a love for animals and support the SPCA LA.

CA Insurance License Number: 0I46155. Resident State CA

James began his financial services career on the floor of the Pacific Stock Exchange and has since amassed over 30 years of experience in the financial industry. His extensive background spans equity markets, life insurance, and real estate finance, enabling him to provide comprehensive financial service to clients. From wealth building to estate settlement issues, James is adept at addressing multiple facets of clients' financial lives.  

As a Senior Registered Client Associate, James holds FINRA Series 7 and 66 registrations, as well as Health and Life Insurance licenses. He leverages his expertise to support the team’s financial advisors and help with client service needs. James is the driving force behind the team’s client experience, ensuring that clients receive personalized touches such as birthday cards, flowers, and holiday or anniversary gifts when appropriate.

James' daily responsibilities include client scheduling, meeting confirmations, and data gathering in preparation for client meetings. His attention to detail helps ensure that every client interaction is seamless and memorable.

A proud United States Air Force Veteran, James is an active member of the American Legion Hollywood Post 43. He is deeply involved in his Manhattan Beach community, having served as President of Leadership Manhattan Beach, a Cultural Arts Commissioner, and President of the Harbor Chapter of the Sons of the American Revolution.

James and his wife, Becka, are the proud parents of two daughters, Jade and Sage.