Shawnna, as the Client Relations Manager, is the central hub of the team. Responsible for making appointments and helping to ensure client’s accounts are reviewed on a regimented basis and overseeing all communication between clients and the team. Shawnna’s professional skills were established while proudly serving in the United States Air Force. She truly believes that the skills taught to her in the service, were the building blocks to know the importance of how to treat others and respect all. She learned that having a good work ethic is the key to achieving the best. As one of our most vital team members, she is a dedicated and very passionate person that wants to help every client achieve their financial goals. She will book appointments for you and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query. As my Client Relations Manager, Shawnna is always happy to assist you with any of your concerns at any point and time. She will help ensure that YOU, our client will receive the best possible service!
She loves her husband Scott. They have been married for 27 years. They have one son, Cole, which is the light of her world. She loves her friends as though they are family as well. She enjoys sunning at the beach, sailing and beautiful flowers.