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Shannon Caul

Shannon Caul

Business Development & Event Coordinator

Shannon has 20 years of experience in the financial services industry and is currently the Business Development and Event Coordinator for WestPac Wealth Partners. Shannon has served clients and advisors in several roles throughout her career. As a Vice President of the largest most successful whole life selling system at the time she guided advisors as they entered the insurance industry. She used her strong people skills to give new advisors the courage they needed to go out and make it in this industry. In addition to personal coaching she helped advisors with the strategies and concepts that are needed to perform at the highest level.

Later she became the Vice President of Retention at the largest group brokerage in the state of Nevada. In this role she became an authority on group benefits and provided excellent service to her clients. Her main objective was to make sure business owners understood the benefits they were offering and to educate their employees on the right choices for themselves and their families. She invested many hours in continuing education to ensure she was always up-to-date on the ever evolving benefits arena.

In her newest role at WestPac Wealth Partners she hopes to use her skills once again to work with advisors to secure new lines of business. She realizes once an advisor has a client secured and is currently happy with the product line they purchased it should be relatively easy to cross-sell for additional coverage. She will analyze current business and make determinations as to who should be approached for additional Life, Disability and Investment products.

In her spare time Shannon enjoys reading, running and spending time with her husband Jim and her dog Radar.


Financial Representative of Guardian | CA Insurance License #0K37097