Shania is a client service associate working out of the firm’s Philadelphia, PA office. In her role, Shania carries out day-to-day tasks for clients and supports wealth advisors by helping the team focus on achieving the financial goals of clients. Before joining our team, Shania worked as a Financial Planning Analyst Intern for Northwestern Mutual, where she helped perform asset allocation and developed personal planning analyses based on clients’ goals. During her time at Temple University, Shania was an active member of the American Marketing Association, in addition to serving as the Marketing and Public Relations Director for Refine Magazine. Residing in Philadelphia, PA, Shania is a huge football fan and enjoys following both the Mississippi State and Atlanta Falcons football teams. She looks forward to cultivating strong relationships with clients while providing them with the tools they need to reach their financial goals.

Previous Experience

  • Financial Planning Analyst Intern at Northwestern Mutual

Education & Credentials

  • BBA, Temple University, Financial Planning, minor in Marketing