Relationship Manager and Executive Assistant
Shawna enjoys helping Legacy clients reach their goals, whatever they may be. Shawna joins Legacy with over 25 years of experience of working with clients in the financial industry. As a Relationship Manager and Executive Assistant, Shawna manages daily operations and support services for the financial advisors in the Legacy office, as well as delivering Legacy’s personalized customer service. Prior to her role at Legacy, Shawna worked at a Kansas City investment advisory firm as a Practice Manager. Outside of work, Shawna volunteers at the Olathe Hospice House and enjoys reading, gardening, and spending time with family and friends.
Email Shawna: email@example.com