Shanna’s passion is helping clients build, protect, and distribute their wealth more effectively by focusing on financial strategies rather than products. To safeguard and preserve a clients financial future is of utmost importance to her. Having witnessed her immediate family go through the financial devastation of the collapse of Enron and the resulting repercussions at no fault of their own, she’s driven to help others get their financial house in order. Working alongside a team of experts, she helps her clients implement strategies that can lead to optimal results, most often resulting in increased wealth, retirement cash flow, tax savings and protection from risks that can destroy a financial plan.