Helping her clients infuse meaning into their decisions, Shayna focuses on developing close personal relationships with her clients to create unique, comprehensive financial plans. Through listening to the life stories of hundreds of people, Shayna recognizes that money is a primary factor that contributes to a sense of well-being and overall health regardless of net worth. She implements a disciplined planning process, which places powerful tools in the hands of business owners, individuals and families. Shayna guides her clients toward acute clarity of personal meaning, allowing for the alignment of values and lifestyle wishes supported by a feeling of confidence and calm. Self-employed for nearly a decade, Shayna is known for being a trustworthy person who blends compassion, integrity and professionalism to understand the unique needs of her clients.
Outside of work, Shayna and her husband Brian, can be found exploring the outdoors with their three active, adventurous kids, Kenley, Samara and Arland. Shayna also enjoys running, swimming and cheering at Thorns or Timbers games.
Shayna holds the Series 7, Series 66, Accredited Asset Management SpecialistSM (AAMS®) and Life & Health Insurance designations. Additionally, she holds a MA degree from Pacific University in Counseling Psychology with specializations in both Behavioral Analysis and Organizational Development.