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  • Shanna is fantastic to work with. We have used her and her firm for years for our clients retirement needs. She takes the time to get to know her clients, what their goals are, what their concerns are, before she even looks at retirement needs. Her financial firm has an amazing Owner 401k that Shanna is an expert with. She is not your normal advisor. I have had clients that have lost everything with old advisors, that never thought they would invest again. Shanna held their hand, explained to them what happened, how it wouldn't happen again, and over time built their trust. She is not interested in the sales pitch she is interested in what will work for you, and being there for you. She even speaks with teenagers about saving and what it means. Not only has she worked with out clients for years but she is also my personal advisor. I wouldn't trust anyone else to handle all of our financial needs the way I do Shanna.
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