Our Mission, Our Commitment, Our Firm
”Our mission is the same as it was the day we were founded: to assist our clients in every aspect of their financial lives.
Financial Guidance for Business Owners and Executives.
Upgrade your portfolio to business class.
what drives us
Our Core Values
At Overland & Shanahan, we embody a series of core values within our firm. We believe in serving both our clients and our communities through strong personal relationships, honest and open financial advice, and community engagement. Our team supports a number of causes as a whole, and through individual volunteer efforts.
Organizations We Support
We’re more than your financial firm, we’re your neighbors. We believe communities are made stronger through spirited engagement and assistance. Overland & Shanahan is proud to support charitable organizations helping people get the most from life here in San Diego, and beyond.
MEET THE TEAM
John P. Overland
Partner Emeritus
The Founding Partner of Overland & Shanahan, John has been helping individuals and businesses with financial planning since 1962.
Michael D. Shanahan, CFP®, AIF®
Managing Partner
As managing partner, Michael oversees a team of financial specialists who collectively meet the complex needs of our business owner and corporate executive clients.
Gay M. Reeves, RICP®
Wealth Advisor
As a third-generation financial advisor, with over 35 years in the financial services industry, Gay brings an abundance of knowledge and dedication to her work at Overland & Shanahan.
Claire Walker, CFP®, CRPC®
Wealth Advisor
In her role as Wealth Advisor, Claire brings her passion for helping others to our firm’s clients by assisting them in working towards their long-term financial goals.
Rebecca Shanahan
Director of Client Experience
As the Director of Client Experience, Rebecca is continuously improving processes and skill sets within the firm from a client-first perspective ensuring all client and prospect interactions are delivered with the highest level of quality and professionalism.
Cynthia Coleman
Office Manager
As office manager and operations specialist, Cynthia ensures that all Overland & Shanahan clients receive outstanding service.
Caleb Chen, CFP®, M.S.
Client Service & Financial Planning Associate
Caleb directly supports our wealth advisors in various aspects of the financial planning process and is committed to providing exceptional service for all Overland & Shanahan clients.
Julia Long
Client Service Associate
As a Client Service Associate, Julia provides operational support and exceptional client service for all Overland & Shanahan clients.