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Ann Shadle, CFP®

Ann Shadle, CFP®

Chief Operating Officer

Ann Shadle is the Chief Operating Officer at Dahring | Cusmano and Associates. With 20 years in the financial industry, Ann has broad experience in serving clients. While offering superior client service, she specializes in strategic planning and oversees day-to-day operations at the firm.

After obtaining a Bachelor’s Degree and then a Master’s Degree in Mechanical Engineering from the University of South Carolina, Ann led a successful career in engineering as a New Product Development Project Leader. Later, her desire to serve people more directly led her to transition to a career in the financial industry. Before joining Dahring | Cusmano and Associates, she worked for LPL Financial, Capital Investing Group and Owens Corning. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®)1 professional and holds Series 7, 63, 65 and 24 licenses. She is also licensed in Life, Accident, and Health Insurance.

Ann’s out-of-the-box thinking and analytical skills have helped her to effectively serve clients as they strive to find solutions to complex situations. She thrives in creating strategies and processes that lead to client success. In addition, her skills in technology provide great support to clients. She oversees integration of software solutions that are critical to efficient asset conversion, superior wealth management and exceptional client experience. Her greatest motivation is her desire to continue making a positive difference in her clients’ lives.

A Buckeye living in Michigan, Ann grew up in Ohio. She lives in Berkley, Michigan, with her spouse, Lisa, and their two daughters. She enjoys puzzling, baking, planning April Fool’s Day pranks and playing golf. 

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1CFP® As a CERTIFIED FINANCIAL PLANNER™ professional, Ann is an expert in financial planning, estate planning, retirement, tax and insurance planning.