Shawna joined the organization in 2002 and became a Partner in 2012. She provides the leadership, management and vision necessary to ensure that the firm has the proper operations, administration and people systems in place to effectively grow the organization. In a virtual world, maintaining seamless operations is no small task. But Shawna, who has a background in the hospitality and financial industries, brings to the company a combination of pragmatism, approachability, and order that helps everyone on the Exetor team stay in sync. In addition to running the internal operations, Shawna manages various client engagements where she facilitates cross functional team members to enable Exetor quality and impact.
Prior to coming to The Exetor Group, Shawna worked as personal banker at AnchorBank in Madison, Wisconsin and as financial associate at A.G. Edwards & Sons in Durango, Colorado. She was also a manager of a bed and breakfast in Durango.
Shawna’s leadership within the organization make her an essential part of the Exetor team. In her free time she enjoys skiing, biking and watching her kids play soccer.