Broker Check
Shon P. Anderson, M.B.A., CFP, CFA

Shon P. Anderson, M.B.A., CFP, CFA

President & Chief Wealth Strategist

As President & Chief Wealth Strategist, Shon delivers premium expertise to clients in order to serve their financial strategy needs. His insights have been quoted in leading financial news publications such as CNBC, Yahoo Finance, Fox Business, Consumer Reports, Forbes,, Investment News & Kiplingers.

Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree majoring in financial services as well as an M.B.A. degree concentrated in finance. In addition, Shon has earned the distinguished designations of CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Analyst (CFA). Further professional endeavors include serving as an adjunct professor teaching personal finance courses at Wright State University, leading CFP Exam review courses for Keir Educational Resources, and is currently serving as president of the Dayton CFA Society.

On a personal note, both Shon and his wife Jessica grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio. Presently, they reside in Sugarcreek Township, Ohio and are blessed with triplet daughters Elizabeth, Bridgette, and Alexandra along with their son Jacob and dog Jack. Over the years, Shon has been involved in several volunteer organizations including the Wright State chapter of Delta Tau Delta as an alumni adviser and was a Big Brother in the Big Brothers/ Big Sisters program.