In her early 40s, Shauna took a bold leap—shifting gears from a role as National Director in Communications to become a financial advisor. And with a personality made for building connections and communicating with empathy and understanding, she smoothly transitioned her skills from communications to finance.

In a space where women often don’t feel seen and heard, she and Cindy are here to create the most financially empowered generation of women this country has ever seen through their Path to Prosperity Blueprint. 

And let’s be clear, a meeting with Shauna isn’t just about the numbers. She will get to know you, your goals and dreams, your thoughts around money and how your childhood shaped your relationship with your finances.

Cuddling her dogs with a good book, spending time with her partner Mark over a long dinner, and having lots of laughs with her sisters and girlfriends fills Shauna’s cup to overflowing. 

When it comes to finding your ideal financial advisor, Shauna believes strongly that you need to build from a foundation of trust and respect. From there, the connections, the laughs, and the lifelong relationships really do grow.

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