Shannon truman, CFP®

Investment Advisor

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At a young age I knew I wanted to seek a career in banking. What began as errands with my father grew into my lifelong career. My father was a dentist, and I would accompany him to the bank frequently when he made deposits. This cultivated an interest in finance that would later become my career. By age twelve, I began investing and saving my money, and I never stopped. Banking instilled in me the importance of client service. As an Assistant Manager in a commercial banking operation, I prioritized building lasting relationships with my clients. Knowing my clients on a deeper level enabled me to anticipate their needs and make recommendations based on a true understanding of their goals.

I pursued investments, taking my banking experience to the investment advisory world. I joined AIM Investments, (now Invesco), working my way up to Vice President of AIM Private Asset Management, Inc. This was an exciting, developing company that I had the opportunity to grow with. I worked in institutional marketing, retail marketing, and private accounts. At AIM, I fostered lifelong friendships and connections, meeting many of my future Brasada co-workers.

Life is full of opportunities. An opening emerged to serve as the Financial Manager for a sonar surveying company based in Germany. My family is from Germany, and I found it very interesting and rewarding to interact with an international company. It was fascinating, but I desired to return to the investment world. I joined my former co-workers at Brasada in 2018. Throughout my career, I have continued to develop lasting relationships with my clients. Through the investment planning process, I work with clients to develop a roadmap to achieve their long-term financial goals. While life does have many challenges, regular communication helps prepare for the unexpected. It is a privilege to work with my clients and bring them closer to reaching their financial objectives every day.

When I’m not helping clients, you can find me outdoors running, swimming, or cycling.

Education & Certifications

  • Texas Tech University – Rawls College of Business

    Bachelor of Business Administration, Finance

  • CFP® Certified Financial Planner

Community Service

I currently serve as treasurer for the Houston Marathon Committee, Inc.