Shannon Engel CPCA, RRC, EPC
Practice Manager
Associate Consultant
Shannon Engel is the Practice Manager at Ewert Group Private Wealth Management and a central point of connection for clients and the advisory team. With more than 28 years in the financial services industry, she brings energy, care, and a strong commitment to building lasting relationships.
Client experience sits at the heart of Shannon’s work. She partners closely with clients to ensure they feel supported, understood, and confident in the planning process, while also leading the systems, processes, and people that keep the practice running at a high standard. She is known for her follow-through, organization, and ability to keep moving parts aligned.
Shannon is passionate about creating a practice culture rooted in trust, collaboration, and genuine care. She believes the best planning experience is built through strong relationships, thoughtful coordination, and consistent follow-through.