Shannon Hayes leads the Kravitz Atlanta office and serves as Regional Sales Director for the Southeast. She joined the Kravitz team in 2016 to expand our existing satellite office to support growing demand for Cash Balance plans throughout the Southeastern states.
Shannon has built a stellar record of success in the retirement industry over the past decade, with sales leadership roles at The Hartford, Edward Jones and Mass Mutual. She has extensive experience in qualified plan sales, client relationship management and pension consulting. She is proud to have helped hundreds of business owners implement creative tax-efficient retirement plans. In her most recent role prior to Kravitz, she doubled sales in the Atlanta region for a national TPA firm.
An accomplished speaker and educator, Shannon enjoys speaking to groups of advisors and high net worth business owners about the many advantages of Cash Balance plans.