Shon Anderson (CFA®, CFP®, MBA)

Shon Anderson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Federal Employees
  • High Net Worth Client Needs

NAPFA Start Date

August 28, 2020

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This Office

2500 Kettering Tower Dayton, OH 45423-1004 Phone: (937) 610-9388