Shanna supports clients with the day-to-day details that keep accounts running smoothly. She helps schedule appointments, prepares meeting files, and handles service requests such as beneficiary updates, RMD coordination, address changes, and new account or transfer paperwork. Shanna also assists with e-signing, document routing, and portal access so clients can find what they need without hassle.

Behind the scenes, she keeps tasks organized and on time—tracking follow-ups, confirming forms, and making sure the right information reaches the right person. Friendly and detail-minded, Shanna is a steady point of contact for quick questions and practical help.