Shannon M. Henry

Born and raised in Orange County, CA

Moved to NC in 2012

Licensed in several states including CA and NC

She is a conservative investor

She loves to help clients with planning for retirement taxation and help them fill the gap that social security may leave.

17+ years doing taxes

Took over successful family business established since 1970’s

Securities offered through Centaurus Financial, Inc. Member of FINRA and SIPC. A Registered Broker/Dealer.
Supervisory office: 3550 E. Florida Ave, Suite A, Hemet, CA 92544
Bates Financial, Inc. and Centaurus Financial, Inc. are not affiliated.
This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in CA, NC, TX.