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.

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Financial Guidance for Business Owners and Executives.

Upgrade your portfolio to business class.
what drives us

Our Core Values

Our Core Values

At Overland and 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 and Shanahan is proud to support charitable organizations helping people get the most from life here in San Diego, and beyond.

MEET THE TEAM

John Overland

John P. Overland

Partner Emeritus

The Founding Partner of Overland & Shanahan, John has been helping individuals and businesses with financial planning since 1962.

Michael Shanahan

Michael D. Shanahan, CFP®, AIF®

Managing Partner

As managing partner, Michael Shanahan oversees a team of financial specialists who collectively meet the complex needs of our business owner and corporate executive clients.

Andrew Zimmer

Andrew J. Zimmer, CIMA®

Wealth Advisor

As a Certified Investment Management Analyst®, Andrew heads up Overland & Shanahan’s Investment Committee which addresses changes to client strategies, portfolio performance, asset allocation, economic outlook and regulatory changes.

Kevin Christensen

Kevin Christensen, CFP®, AIF®

Wealth Advisor

As a wealth advisor, Kevin works closely with business owners and executives in creating financial plans that support their business, retirement, and personal goals.

 

Gay Reeves

Gay M. Reeves, RICP®

Wealth Advisor

As a third-generation financial advisor, with over 35 years in the financial services industry, Gay Reeves brings an abundance of knowledge and dedication to her work at Overland & Shanahan.

Cynthia Coleman

Cynthia Coleman

Office Manager

As office manager and operations specialist, Cynthia Coleman ensures that all Overland and Shanahan clients receive outstanding service.
 
 

Caleb Chen

Caleb Chen

Client Service Associate

Caleb Chen provides operational support and exceptional client service for all Overland & Shanahan clients.
 
 
 

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