Shannon M. Sottile, CFP, ChFC, is the Owner and Private Wealth Strategist at Mosaic Wealth Consulting. Along with her industry credentials and over 20 years of experience in financial services, Shannon brings authenticity, passion and care to every client she serves.
As a previous Customer Service Associate with SunTrust Bank, Shannon observed meetings between financial advisors and banking clients early on in her career. During this time, she became intrigued by the prospect of helping clients meet their financial goals and was inspired to pursue a career in financial planning. Shortly thereafter, Shannon became a CERTIFIED FINANCIAL PLANNER (CFP), a Chartered Financial Consultant (ChFC, and established her own firm. Through Mosaic Wealth Consulting, she offers clients comprehensive planning based on an independent, cross-disciplinary approach.
Shannon lives in Marion Center, PA with her husband, their daughter, Jayde, and dog, Toby. Her older daughter, Shayna is married and lives in St. Marys, PA. When she isn’t at the office, Shannon enjoys taking care of horses and watching her youngest ride and compete. She loves spending time with her family and volunteering with the Indiana Mid-Day Rotary.