Providing Top Quality Wealth Management Training That Makes a Difference
When you team up with Cannon Financial Institute, you will be better equipped to navigate the twists and turns of the economy, embrace new technologies and thrive in a fiercely competitive marketplace. You and your clients deserve it.
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.
Meet Our Leadership & Subject Matter Experts
M. Shane O’Neill
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President and Chief Operating Officer
J. Phil Buchanan
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Executive Chairman of the Board & Subject Matter Expert
Daniel A. Smith
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Executive Vice President and Subject Matter Expert
Duane E. Lee, II
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Executive Vice President and Subject Matter Expert
Linda Eaton
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Executive Vice President and Subject Matter Expert
Lawrence T. Divers
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Executive Vice President and Subject Matter Expert
Thomas J. (Jeff) Cobb
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Executive Vice President and Subject Matter Expert
Chris Nekvinda, PhD
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Director of Global Learning, Subject Matter Expert
Charles A. "Clary" Redd
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Estate Planning Attorney & Subject Matter Expert
Clinton J. Bentz
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Subject Matter Expert & Adjunct Instructor
Clark D. Brown
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Subject Matter Expert & Adjunct Instructor
Michael Daly
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Subject Matter Expert & Adjunct Instructor
Meagan MacBean
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Subject Matter Expert & Adjunct Instructor
David Hill
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Subject Matter Experts & Adjunct Instructor
Jacqueline Riorden
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Subject Matter Expert & Adjunct Instructor
Fran DeMaris
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Subject Matter Expert & Adjunct Instructor
Turney Berry
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Estate Planning Attorney & Subject Matter Expert
Stefanie Evenden
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Subject Matter Expert
Jeff Kropschot
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Subject Matter Expert & Adjunct Instructor
Jennie Menzie
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Subject Matter Expert & Adjunct Instructor
Robert Bartl
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Subject Matter Expert & Adjunct Instructor
Don Moore
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Subject Matter Experts & Adjunct Instructor
Tom Hiscott
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Estate Planning Attorney & Subject Matter Expert
Kim Fetrow
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Estate Planning Attorney & Subject Matter Expert
Margaret Sager
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Estate Planning Attorney & Subject Matter Expert
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.
Andy Chambers
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SVP, Director of Individual Solutions
Lisa Dunlavy
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Client Advisor for Students
Individual Solutions
McCall Chamberlain
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Student Development Coordinator
Individual Solutions
Alison McCormick
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Client Advisor for Teleconference
Laurie Sebestyen
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Professional Education Coordinator
Dave Moore
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SVP, Managing Consultant
Sherry Rogers
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Program Manager for Designations
Anna Buchanan
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VP, Managing Consultant
Theresa Silcox
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SVP, Program Manager for Enterprise Solutions
Ashley Wilson
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Program Manager for Enterprise Solutions
Steve Hollis
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SVP, Director of Production and Development
Aaron Woitkovich
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Vice President of Technology
Daniel Brunner
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Media Producer/Online Events Coordinator
Kevin Hofele
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Lead Developer and Learning Management System Administrator
Cheryl Bolton
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Assistant VP,
Director of Contract Administration
Jennifer Rice
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Design and Development Specialist
Cindy Hooper
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Director of Product Management & Designation Governance
Daniel Manske
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Product Manager & Testing and Evaluations Administrator
Lisa Gregory
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Travel and Logistics Coordinator
Rose Bandy
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Director of Marketing
Sarah Jones
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Associate Director of Marketing and Communications
Chris Schwarzer
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SVP, Controller
Debbie Peyton
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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.