About
Shaunna
Shaunna provides wealth management, tax, estate, and financial planning to clients. With more than 20 years of investment and operational management experience, she works with affluent families, individual clients, and business owners to set financial goals and craft portfolios to achieve them.
Outside of work, Shaunna is devoted to her family, an avid gardener, and often planning the next adventure. She and her husband Jude welcomed their precious baby girl, Zoë, in 2023.
Education and Professional Milestones
- University of Georgia – bachelor’s degree, graduated Cum Laude
Shaunna provides wealth management, tax, estate, and financial planning to clients. With more than 20 years of investment and operational management experience, she works with affluent families, individual clients, and business owners to set financial goals and craft portfolios to achieve them.
Outside of work, Shaunna is devoted to her family, an avid gardener, and often planning the next adventure. She and her husband Jude welcomed their precious baby girl, Zoë, in 2023.
Education and Professional Milestones
- University of Georgia – bachelor’s degree, graduated Cum Laude