Shanna joined the team in 2023 as an Operations Manager in the Bellingham office. In this role, she thrives on being part of a collaborative team dedicated to supporting clients’ immediate and long-term financial goals.
Shanna began her career in the financial services industry, spending nearly a decade with Goldman Sachs in the Private Wealth Management Division. She later held program management roles at several universities, including Western Washington University, the University of Utah School of Medicine, and Southern Methodist University’s Caruth Institute.
She is excited to bring this diverse background to support clients and their families. Shanna holds a bachelor’s degree from George Mason University and an advanced degree from Westminster College. Outside of work, she enjoys live music, water sports, and spending time with her husband and two children in the beautiful Pacific Northwest.