Operations & Customer Relationship Manager
As our first point of contact, Shawna is our Operations Manager where she helps with opening accounts, following up with clients, preps for client meetings, and processes account activities. She has been in the financial services industry since 2011 and enjoys working with clients to help them pursue their financial needs during all stages of life. She graduated Summa Cum Laude from the University of Tennessee.
Outside of the office, Shawna loves being a "soccer mom" to her daughter, has been a Jazzercise instructor for over 12 years, and is a member of the Akima Club of Knoxville, a women's service organization.