Meet Shanna

Shanna brings a strong attention to detail and a client-focused mindset to her role as Chief Relationship Officer and Private Wealth Advisor. With more than two decades of experience in the financial services industry, she provides depth of knowledge and practical insight, helping ensure consistent, high-quality client experiences across the firm.

A graduate of Western International University, Shanna’s organizational and analytical skills support effective coordination across teams and thoughtful engagement with clients. She is deeply committed to building lasting relationships and serving as a trusted point of connection for both clients and internal stakeholders.

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