Shanna serves as Head of the Transfer Department at The 28Ten Group, where she oversees client onboarding and the coordination of new accounts and asset transfers. She holds a bachelor’s degree in management and brings a structured, detail-oriented approach to her work, ensuring that each transition is handled with precision and care.
Shanna works closely with clients and advisors to facilitate the seamless setup of new accounts. She is known for her ability to guide clients through what can often be complex processes and for providing clear communication at every step.
Shanna takes a disciplined and client-focused approach to her work. She is committed to making each onboarding experience as smooth and straightforward as possible, helping new clients feel confident and well-supported from the very beginning of their relationship with the firm.
Shanna resides in Daytona Beach, Florida with her daughter, Madeline. She is dedicated to delivering a high standard of service and plays an important role in establishing the thoughtful, professional experience that defines 28Ten Group’s approach to client care.
