Shawna brings over 25 years of experience in the financial industry, with the last several years at Consolidated Planning. A graduate of West Virginia Wesleyan College, she recently joined the Strategis team, where she is involved in client relationship management for both new and existing investment clients. Shawna holds FINRA Series 7, 63, and 66 registrations, as well as a Life, Accident & Health NC Insurance license, equipping her with the knowledge to navigate complex financial strategies.
Originally from the close-knit town of Buckhannon, WV, Shawna has called Charlotte home since 2000. She cherishes time with her three children—her son Derek and twin daughters, Adelyn and Angelise—who keep her life full of energy and laughter. Her beloved Golden Retriever, Sunny, is a constant companion, adding even more warmth to her home. Outside of work, she finds balance by embracing an ative lifestyle through hot yoga and running. She has a passion for travel and loves exploring new places, making memories with her family along the way.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. 8009187.1 EXP 5/27