Shannon Wilk, CTFA

Senior Trust and Tax Administrator

Towson University, BS

Certified Trust and Fiduciary Advisor

Shannon spent 15 years working as part of the Client Service teams serving corporate retirement plans. In these roles, she developed deep relationships and consulted and assisted her clients with matters relating to their defined benefit, defined contribution and non-qualified plans. Following that, she worked as part of a Private Banking team assisting families in a fiduciary capacity. She holds a Certified Trust and Financial Advisor designation.

A recent transplant to Maine, Shannon lives in Cape Elizabeth with her husband and two children. She enjoys being outdoors in all seasons and is excited to live close to beautiful beaches, lakes and mountains.