Shawna Thompson

Client Relations Coordinator

After graduating with a B.S. in Economics from St. Lawrence University, Shawna spent about five years in banking. During her time at a local credit union, she expanded her knowledge in banking and strived to meet members’ needs. She immediately became a valued asset to the company by meeting or exceeding her quarterly goals and mentoring co-workers.  Shawna swiftly advanced at the credit union to assistant manager where she oversaw many operations of her branch. Following time, Shawna transitioned to retirement savings about two years ago, where she thrived on doing good for others and helping others achieve their retirement savings goals.

Shawna has joined our team with an experienced background in finance and retirement savings. In her role as Client Relations Coordinator, Shawna ensures we provide clients with great service and an enjoyable experience. This includes assisting with paperwork questions, all facets of new account set-up, any future asset transfers, and cash flow needs.

Shawna grew up in Rochester, New York and moved to Tampa recently to escape the cold weather. She enjoys all activities outside, including running and walking her dog Cooper. Shawna is an avid sports fan and enjoys attending local sporting events.