Shauna Misseldine

Shauna Misseldine

Senior Registered Client Service Associate

Shauna is personable, detail oriented and strives for excellence in serving our clients and assisting the team on a daily basis. She helps maintain a dedicated and focused service to our clients. Knowledgeable and responsive, Shauna aims to provide timely and accurate answers to our client’s questions and makes sure their needs are  a priority. She manages a wide range of administrative matters from account maintenance and service requests to client communications.

Throughout her career in financial services, Shauna has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the dedicated service they deserve. She strives to approach each client request with a positive attitude and conscientious manner.

Shauna has worked in the wealth management industry since 2002 and holds her Series 7 and 66 licenses. She lives in Shelley, Idaho with her husband of 35 years, Michael, and when not in the office she enjoys spending time with grandchildren, camping and four-wheeling.