Team member since 2000
Shawn oversees the Client Experience Team and is responsible for educating and training her team on new policies and procedures as they relate to client on-boarding, account opening and maintenance, and processing transfers and withdrawals. Additionally, Shawn assigns and tracks workflow activities and reports financials to department heads.
“It is my goal to provide a team that is approachable and knowledgeable in a comfortable atmosphere. I also strive to educate and empower our clients as much as possible on the services that are available to them, like how to understand their statements or log into Investor Access.”
Get to know Shawn
What is your favorite quote?
“The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart.” – Helen Keller.
What’s your favorite TV show, and why?
Parenthood. It had a great cast, the characters were very relatable and it addressed real issues that a lot of families face. It was always good for a laugh, a cry and was thought provoking.
What is your favorite holiday?
Christmas! It’s all about celebrating the birth of Christ, giving, love, family, and food. Plus, I love giving gifts to others.
Hobbies, volunteer work, community activities?
Camping, Gardening, Cooking, Reading, Outdoor activities (walking, hiking, boating, spending time up north). Active participant in American Cancer Society Relay For Life and Walk to End Alzheimer’s.
What are your specific goals for KWM clients?
I feel strongly about the importance of educating our clients as much as possible, especially when it comes to our policies and procedures, reading statements, and understanding billing. I want our clients to know we are their advocates, especially in regards to difficult issues like death, divorce and medical hardships. And finally, I want to always provide a team that is approachable and knowledgeable, so our clients feel they can address any questions that arise in a comfortable atmosphere.