Shona grew up in England, moving to the US in the early 1980’s. She spent the first chapter of her professional life as a Dietitian with a specialty in Neonatal ICU nutrition. While she was raising two boys, she discovered that personal finance was a keen interest of hers, and a few years ago she decided to turn her passion into a career. At this time, Shona has passed the CFP exam and is considered a Candidate for CFP® Certification. She very much enjoys the work of helping our clients reach their goals and dreams with sound financial planning.
In her spare time, Shona enjoys volunteering for the Navy Marine Corps Relief society, helping members with their personal finances. She loves hiking and has completed two long-distance hikes in Europe – the Tour du Mt Blanc and one of the Alta Via’s in the Italian Dolomites. She and her husband downsized their home in 2015 and just completed a remodel and landscaping of this 1940’s home.