Shawna Simmons

Hi, I’m Shawna Simmons, and I’ve spent over 25 years as a relationship manager and financial planning support specialist. I truly love what I do, especially because it gives me the opportunity to connect with so many different types of people. Getting to know you on a personal level and ensuring your experience with us is seamless and enjoyable is what makes my role so fulfilling.

I’m a highly organized person, which is a perfect fit for my responsibilities here at the office. I handle the behind-the-scenes logistics that keep our offices running smoothly and ensure our Planners have more time to focus on what’s important, you. My goal is to make everything as easy as possible for both our clients and our team.

When I’m not in the office, I love giving back to the community. Whether it’s organizing events through my church or helping out at the local Elks Lodge, I enjoy being involved and making a difference.

At home, I’m lucky to have an amazing family. My husband, Teddy, and I have three kids—Caitlyn, Chance, and Carson—who keep life exciting and full of love. And if you’re ever thinking about taking a cruise, I’m your person! I’ve been on more cruises than I can count and would be happy to share some recommendations.

I’m here to make your experience with us as smooth and enjoyable as possible, and I look forward to getting to know you better!