Shallon J. Weis
Shallon J. Weis, CFP, AIF is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary designee, a registered representative with United Planners Financial Services, and is a financial advisor with Bradford Financial Center.
She received her Bachelor of Science Degree in Business/Finance from the University of Phoenix. She has been in the financial planning and insurance industry since 2001. She specializes in helping individuals, families, and businesses reach their financial and estate planning goals. Shallon enjoys building relationships with clients, which is key to helping them reach their financial and life goals. Shallon also contributes weekly to the Bradford Financial News & Investment Hour broadcast on KQWC.
Shallon grew up in the Clarion, Iowa area. she and her husband live on an acreage with their two sons. She volunteers with the local Boy Scout Troop and Belmond Area Arts Council. In her spare time, she enjoys reading, quilting, camping and spending time with friends and family.