Shannon Wartman, CPIA

Helping clients think through protection strategies that align with their personal goals and business realities.

Shannon is a lifelong resident of Northern Kentucky, having lived in both Kenton and Boone counties from childhood to the present. With two adult children and grandchildren, he values time spent with family and friends and remains deeply connected to the NKY community.

An accomplished bench jeweler and jewelry designer, Shannon spent over 30 years in the jewelry industry, including 12 years as a business owner. His experience running a business and managing its commercial insurance provided a strong foundation for his transition into the insurance and financial services space. That background gives him a practical understanding of risk management, life insurance planning, and business strategies that support long-term stability and continuity.

Shannon works with a wide range of clients, from cell tower contractors and local restaurant owners to individuals and families seeking personal insurance solutions. His approach is rooted in real-world experience, helping clients think through protection strategies that align with their personal goals and business realities.

Outside of work, Shannon enjoys golf, racquetball, and pickleball, and has a strong interest in studying personal finance and broader economic issues. Known as both a trusted resource for insurance planning and a go-to connection for anything NKY, Shannon values relationships built on trust, experience, and local insight.

Contact Shannon

You can reach Shannon by calling 859-816-3063 or emailing him here.