Financial Advisors Serving Louisiana, Texas, and the Southeast

Meet Shawna


Shawna earned her bachelor’s degree in Finance from Louisiana State University and maintains her Series 7, 24, 63, 65, Louisiana and Texas Life & Health Insurance licenses. Shawna has over nine years of work history at our firm and over 19 years of experience in the industry. She and her husband, CJ, have triplets Cara, Carissa, and Carmichael.  She enjoys spending her spare time traveling and cooking.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.