Shannon Williams, CFP®, MTI, TEP, CEA, MFA-P™

With over 20 years of experience in financial services, Shannon Williams is the founder of New Dawn Financial Inc., a firm dedicated to helping families navigate the complexities of legacy planning. She specializes in estate readiness reviews and trust structures, collaborating closely with lawyers, accountants, and other financial professionals to bridge the gap between financial planning and legal execution.

Shannon holds the CFP®, MTI, TEP, and CEA designations, as well as the MFA–Philanthropy (MFA-P™), which enhances her expertise in charitable giving strategies. Beyond planning, Shannon is available to serve as a professional executor and trustee, offering clients an impartial, fiduciary option when families need additional support or objectivity.

Outside of her professional work, Shannon is a proud mother of two daughters. She is driven by a mission to reduce family stress, avoid costly mistakes, and ensure legacies are preserved with clarity and confidence.