M. Shannon Lunsford (BSEE, CFP®, EA)

M. Shannon Lunsford focuses in the
following client markets or areas of practice:
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
December 07, 2004