Shanna is the steward of Strategic Wealth’s client onboarding, guiding new accounts and asset transfers with unshakeable precision and a passion for breaking clients free from complexity. Based in Daytona Beach, Shanna lives with her daughter Madeline, and manages our Florida office. She oversees the seamless setup of annuities and wealth management portfolios, ensuring every fund addition aligns with each client’s purpose through the Lion-Hearted Process™. Shanna transforms intricate financial transitions into clear, simple steps, making her the trusted point of contact for those ready to come onboard and optimize their retirement with us.

Rejecting standardized approaches, Shanna’s focus and expertise shatters the timeframes of industry benchmarks, delivering clarity that inspires confidence. Her commitment ensures clients feel seen and empowered, whether in starting a new account or adding an existing plan. Shanna pours her heart into building a legacy of impact, both for the clients she serves and the team she works with. Shanna is not just transferring assets, she’s setting the bar for the excellent service that each client receives throughout their lives with Strategic Wealth.