Shawna S. Goodly

Shawna brings more than two decades of financial services industry experience to her role as Financial Advisor. Her curious nature makes her a fantastic researcher and problem solver, and she particularly enjoys working with investment-only clients as well as 401(k) plan sponsors and participants.

A graduate of Louisiana State University with a bachelor’s degree in finance, Shawna continues to pursue additional learning opportunities to keep her skills honed and current. She is an Accredited Investment Fiduciary® (AIF®) and maintains her Series 7, 24, 63, 65 registrations as well as Louisiana and Texas Life & Health Insurance licenses.

Shawna enjoys traveling with her husband and their triplets. In her spare time, she listens to jazz and classical music and loves biographical books and films.