Meet Shanna


Shanna has a keen eye for detail and a results-driven mindset, making her a great fit for her role as our Director of Operations. With more than two decades of experience within the financial services industry, she impresses the team with her knowledge and know-how.

A graduate of Western International University, Shanna’s impressive organizational and analytical skills are an asset to our team and help everything run smoothly within the office. Her attention to detail and friendly demeanor are obvious in her interactions with clients and the team.

An Arizona native, Shanna enjoys spending her time outside of work with her son, exploring new destinations.