Shana began her career in the financial services industry in 1999, and serves clients in many different states across the United States. She uses a unique, holistic approach to financial planning, and specializes in biblically responsible investing by helping people invest without violating their moral convictions. She is married, and has two children. Shana is active in her church and her community.
Financial planning can be a little scary and confusing. But, when you partner with Exodus Financial Services, you can rest assured that you will get a holistic, personalized wealth stewardship strategy that is aligned with your moral belief system.
With decades of experience and a passion for helping people, we employ a unique approach to help our clients wisely steward their resources and invest according to their values .
We start by organizing your financial life. Once we have an understanding of your goals & risk tolerance, we help you to navigate and discern between all the financial products available to you to implement a solid plan. Finally, we make sure to continually monitor your progress, and we encourage you to stick to your plan as you work toward your goals.
Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.