Shawna L. Theriault, CFP®
Associate

Shawna joined Homrich Berg in October 2003 with over six years experience in the financial services industry.  Prior to joining the firm, Shawna worked at Charles Schwab providing relationship management, investment research, and product analysis to its institutional clients and financial advisors.  Shawna earned a bachelor's degree in accounting from Western Governors University.  She is a member of the Financial Planning Association.

Shawna currently resides in Towne Lake with her husband and two daughters.  She enjoys hiking, yoga and spending quality time with family.