Shannon Block CPA, CFP®

Wealth Investment Advisor,

Shannon joined our firm in 2019 as an Investment Advisor Representative, with sixteen years of prior experience in accounting and personal finance. In April 2020 Shannon earned her CFP® designation.  She began her career at a regional CPA firm in the Seattle area in 2003 after receiving her bachelor’s degree in Accountancy from Western Washington University.  Earning her Certified Public Accounting (CPA) designation in 2006, she transitioned to PricewaterhouseCoopers in their Audit & Assurance Department, and moved with the firm to Zurich, Switzerland where she took on the role of Assistant Manager on several US GAAP audits of US Public Registrants with International operations.

Following three years in Switzerland, after the birth of her daughter, her family relocated back home to Walla Walla where Shannon continued her Public Accounting career locally as a tax preparer and part owner of Block Maughan & Associates.

Shannon serves as the Executive Board Treasurer for the Blue Mountain Humane Society and is a volunteer for Junior Achievement, teaching their personal finance module to classes at a local middle school.