Shannon Arts Heaps

Financial Representative at Northwestern Mutual Wealth Management Company

Location:
720 East Wisconsin Avenue, Milwaukee, Wisconsin, United States
Company:
Northwestern Mutual Wealth Management Company
HQ Phone:
(414) 271-1444
Wrong Shannon Heaps?

Last Updated 10/6/2017

General Information

Employment History

Financial Education Manager  - SAFE Credit Union

Affiliations

Board Member  - Resource Area For Teaching

Board Member  - Financial Confidence Coordinatorat SAFE Credit Union

Board Member  - Credit Unions Inc

Web References  

Staff : Mark R. Evans : Northwestern Mutual Wealth Management Company

Shannon L Heaps
Shannon L Heaps Associate Financial Representative shannon.heaps@nm.com Shannon is an Associate Financial Representative with Mark Evans. Shannon assists Mark by working closely with new and existing clients in the early stages of financial planning, laying a foundation for a long-term plan to help achieve their goals. Shannon serves as a resource for clients with debt management and budgeting questions or concerns, and has a strong background in financial education.

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Associates : Northwestern Mutual in Sacramento, CA

Shannon L Heaps
Shannon L Heaps Financial Representative shannon.heaps@nm.com

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RAFT Sacramento Leadership Team - Resource Area For Teaching

Shannon Heaps
Shannon Heaps is the Financial Literacy Coordinator for SAFE Credit Union in their Community Banking Department. more... Shannon Heaps is the Financial Literacy Coordinator for SAFE Credit Union in their Community Banking Department. Continuing to grow SAFE's financial outreach, Shannon splits her time between developing new financial education material, delivering classes and workshops to people from youth to retirement and consulting with businesses and organizations who would like to add financial education to their existing services. Networking with other financial literacy providers, serving as a chair member for the Youth Development Network and attending the annual NYIB Conference (National Youth Involvement Board), Shannon is able to always present the most current and relevant financial information to better serve her community and credit union members.

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