Shannon C. Barry is a Partner in the Retirement Plans Division of Cedar Brook Financial Partners. She assists her partner, Richard Anderson, with a comprehensive array of retirement planning services for their clients. She works with plan sponsors, executives, investment committees and employees to identify opportunities to reduce fiduciary liability and enhance retirement plan benefits. She also works with employees to educate them on the importance of retirement savings.
Prior to joining Cedar Brook Financial Partners, Mrs. Barry was a Senior Client Manager and Team Leader at Oswald Financial, Inc. She has over 12 years of experience in the investment and insurance industries.
In 2004, Mrs. Barry earned her Associates of Arts degree from Lakeland Community College. After obtaining her Series 6 securities licenses, she received her AIF® (Accredited Investment Fiduciary) designation in 2010. Mrs. Barry continues to expand her industry knowledge and obtained her Life and Variable Annuity insurance license in 2011. She is a Registered Representative with Securities America, Inc., and an Investment Advisor Representative with Cedar Brook Group, an SEC Registered Investment Advisor.
Mrs. Barry resides in Willoughby, Ohio with her husband, Bart, and their children.