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Shannon Kavlich – Director of Client Services - Optivest Wealth Management
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Our Team

Shannon Kavlich Director of Client Services

Shannon serves as the Director of Client Services at Optivest. It is her pleasure to offer clients personalized lifestyle services complete with full-time Concierge amenities. With a background in fine art, event planning and hospitality, Shannon is eager to partner with clients for an array of specialty needs.

Previously, Shannon spent three years marketing for the arts industry, after spending time in London at Sotheby’s Auction House for Art & Business. Modern and Contemporary art are some of her many passions, along with international travel, and spending time with her husband and young son. Shannon has a Bachelor of Arts from Westmont College in Santa Barbara with additional study in Florence, Italy and London, England. Extensive travel throughout Europe and Australia has given Shannon a global perspective along with an affinity for living life creatively.

Advisors

Client Services Team