Shana is a Client Service Associate at Nexus Wealth Partners, where she plays an important role in supporting both clients and advisors. She works directly with clients to assist with account setup, scheduling, and general inquiries, ensuring that each interaction is handled with care and efficiency. Her approachable nature and attention to detail make her a trusted resource for clients and colleagues alike.
Before joining Nexus Wealth Partners, Shana worked as an Administrative Assistant at Sharma General Engineering Contractors.
She lives in Moorpark with her husband and two daughters. Together, they enjoy camping, watersports, and spending time outdoors. Much of her free time is spent at the softball fields cheering on her girls.
*Not registered with LPL Financial