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Retirement plan educator Shannon Barry joins Cedar Brook Financial Partners

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Shannon Barry, a retirement plan educator, has joined one of Cleveland’s largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager.

Prior to her new role at Cedar Brook, Barry served as a senior manager at Oswald Financial, Inc. At Oswald, Barry was responsible for researching, developing, and conducting educational programs for clients on retirement planning. Barry also played an instrumental role in providing the firm’s clients with analyses of investment funds and retirement tools.

“Shannon comes to us with tremendous experience developing client-friendly, retirement plan educational programs. Her dedication to helping clients understand their retirement plans aligns beautifully with our culture. We’re thrilled she joined our team,” says Richard Anderson, partner, director of Cedar Brook’s retirement plans division.

“Cedar Brook’s teamwork approach, industry expertise, and dedication to their clients is what excited me about this opportunity. I’m looking forward to getting to know our team’s clients and help them navigate through the retirement planning process,” says Barry.

 

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