Broker Check

Team

Our team offers deep expertise that supports clients in building and maintaining wealth.

  • With more than 120 years of combined experience, the Settle Group brings a deep well of expertise to retirement planning, financial planning, estate planning and more.
  • Through the years, we’ve built deep relationships with other financial and business professionals, including CPAs, annuity specialists and attorneys, to better serve our clients.
  • Shannon Raines, CPFA, CRPS, has more than 20 years of experience in the financial services industry. She’s committed to helping clients develop strategies that meet their retirement goals so they can enjoy their retirement, rather than worry about money.
  • Shannon holds a Certified Plan Fiduciary Advisor (CPFA) designation, which means she’s demonstrated required knowledge and expertise in working with retirement plans.
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