Skip to content
Our Company

Over 60 Years of Successfully Serving the Financial Services Industry

Since its inception in 1961, Cannon Financial Institute has been a powerful educational resource for financial professionals, at all levels and roles.

Cannon’s staying power is a testament to its ability to adapt to change, consistently produce results, and ensure organizational and individual success. In addition, the company is valued for its wisdom, judgment, and understanding of the global wealth management landscape.

Most importantly, Cannon has stayed true to its core belief that every individual deserves sound advice and exceptional service.

Simply put, Cannon’s teaching methods work. It’s the results-driven approach and time-tested strategies that lead to long-lasting relationships with students and inspire them to come back for additional training or refer other professionals. Furthermore, students benefit from practical solutions they can start using immediately.

Real World Experts

Meet Our Leadership & Subject Matter Experts

CFI Shane O Neill 2000px

M. Shane O’Neill

    President and Chief Operating Officer
CFI Phil Buchanan 2000px

J. Phil Buchanan

    Executive Chairman of the Board & Subject Matter Expert
CFI Daniel Smith 2000px

Daniel A. Smith

    Executive Vice President and Subject Matter Expert
CFI Duane E Lee 2000px

Duane E. Lee, II

    Executive Vice President and Subject Matter Expert
CFI Linda Eaton 2000px

Linda Eaton

    Executive Vice President and Subject Matter Expert
Larry Divers

Lawrence T. Divers

    Executive Vice President and Subject Matter Expert
CFI Jeff Cobb 2000px

Thomas J. (Jeff) Cobb

    Executive Vice President and Subject Matter Expert
13 A7138 V2

Chris Nekvinda, PhD

    Director of Global Learning, Subject Matter Expert
CFI Charles Redd 2000px

Charles A. "Clary" Redd

    Estate Planning Attorney & Subject Matter Expert
CFI Clinton Bentz 2000px

Clinton J. Bentz

    Subject Matter Expert & Adjunct Instructor
CFI Clark Brown 2000px

Clark D. Brown

    Subject Matter Expert & Adjunct Instructor
CFI Michael Daly 2000px

Michael Daly

    Subject Matter Expert & Adjunct Instructor
Meagan Mac Bean 1

Meagan MacBean

    Subject Matter Expert & Adjunct Instructor
CFI David Hill 2000px

David Hill

    Subject Matter Experts & Adjunct Instructor
Jacquiline Riorden 1

Jacqueline Riorden

    Subject Matter Expert & Adjunct Instructor
Fran De Maris

Fran DeMaris

    Subject Matter Expert & Adjunct Instructor
Turney Berry 1

Turney Berry

    Estate Planning Attorney & Subject Matter Expert
Stefanie Flohr

Stefanie Evenden

    Subject Matter Expert
CFI Jeff Kropschot 2000px

Jeff Kropschot

    Subject Matter Expert & Adjunct Instructor
Jennie Menzie

Jennie Menzie

    Subject Matter Expert & Adjunct Instructor
Bob Bartl

Robert Bartl

    Subject Matter Expert & Adjunct Instructor
Don Moore

Don Moore

    Subject Matter Experts & Adjunct Instructor
2000 x 3000

Tom Hiscott

    Estate Planning Attorney & Subject Matter Expert
2000 x 3000 2

Kim Fetrow

    Estate Planning Attorney & Subject Matter Expert
2000 x 3000 1

Margaret Sager

    Estate Planning Attorney & Subject Matter Expert
Our People

Meet the Heart of Cannon: Our Team Members Committed to Ensuring Your Long-Term Success

At Cannon, our team is our greatest and most valuable asset. They bring diverse expertise, passion and a deep devotion to our clients, who drive our progress and remain the bedrock of our success - at all times. Get to know the talented professionals who form the heart of our company and help us thrive.

CFI Andy Chambers 2000px

Andy Chambers

    SVP, Director of Individual Solutions
Lisas Preferred Image 1

Lisa Dunlavy

    Client Advisor for Students
    Individual Solutions
13 A7084

McCall Chamberlain

    Student Development Coordinator
    Individual Solutions
Alison Mc Cormick

Alison McCormick

    Client Advisor for Teleconference
CFI Laurie Frye 2000px

Laurie Sebestyen

    Professional Education Coordinator
David Moore

Dave Moore

    SVP, Managing Consultant
CFI Sherry Rogers 2000px

Sherry Rogers

    Program Manager for Designations
Anna Buchanan

Anna Buchanan

    VP, Managing Consultant
CFI Theresa Silcox 2000px

Theresa Silcox

    SVP, Program Manager for Enterprise Solutions
CFI Ashley Wilson 2000px

Ashley Wilson

    Program Manager for Enterprise Solutions
13 A7119

Steve Hollis

    SVP, Director of Production and Development
CFI Aaron Woitkovich 2000px

Aaron Woitkovich

    Vice President of Technology
Daniel Brunner Media Production

Daniel Brunner

    Media Producer/Online Events Coordinator
CFI Kevin Hofele 2000px

Kevin Hofele

    Lead Developer and Learning Management System Administrator
CFI Cheryl Bolton 2000px

Cheryl Bolton

    Assistant VP,
    Director of Contract Administration
CFI Jennifer Rice 2000px

Jennifer Rice

    Design and Development Specialist
CFI Cindy Hooper 2000px

Cindy Hooper

    Director of Product Management & Designation Governance
CFI Daniel Manske 2000px

Daniel Manske

    Product Manager & Testing and Evaluations Administrator
CFI Lisa Gregory 2000px

Lisa Gregory

    Travel and Logistics Coordinator
R Bandy Marketing Director

Rose Bandy

    Director of Marketing
CFI Sarah Jones 2000px

Sarah Jones

    Associate Director of Marketing and Communications
CFI Chris Schwarzer 2000px

Chris Schwarzer

    SVP, Controller
CFI Debbie Peyton 2000px

Debbie Peyton

    Accounting Specialist

Excited About the Possibility of Joining Cannon?

Cannon is always on the lookout for smart and ambitious interns interested in joining our busy Marketing Department. This is a unique opportunity to obtain new skills and gain real-world experience.

Our interns work on a variety of meaningful projects and develop the crucial skills they need to prepare for future professional success. Please send us your resume today and we will be in touch.

2023 12 04 Cannon 002