Shannon Gephart, CTFA, CFP®
VP/Wealth Management Advisor
Bell Bank Wealth Management's collaborative atmosphere and family culture are what brought me to this team.
It's a privilege to work for such a highly regarded bank. As a Certified Financial Planner and Certified Trust and Financial Advisor, working at Bell allows me to partner with experts in various fields to help clients navigate through their financial decisions and see them achieve their financial goals. I also enjoy providing excellent customer service along the way, helping clients simplify their lives.
When I'm not at work, I'm spending time with my family and attending my children's activities. I also enjoy volunteering at my children's school and at our church.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.