Shauna leads and develops programs that focus on helping independent advisors grow their businesses, create efficiencies in their operations, and differentiate their practices.
Shauna joined SEI in 2021 after more than 16 years working with financial advisors, asset managers, and financial service businesses. Before joining SEI, she was the founder of Inspire Growth, a consulting and coaching business focused on sales and high-performance best practices for financial advisors. Shauna also spent the first eight years of her career working at an RIA firm, which informs her practice management expertise to this day.
Shauna earned a bachelor’s degree in political science from Villanova University. Shauna holds a FINRA Series 7 license.
Explore the Growth Lab
Meet Shauna and learn more about her experience educating advisors through our practice management hub.