Shawna is the assistant to Lynn Clark. She is honest, dependable, compassionate, detail-oriented, organized, a perfectionist with her work and well trained in her field. Shawna wears many hats at the firm, including helping with customer service, ongoing support for both individual and corporate clients, business processing, general administration, and HR Services.
Shawna has over fifteen years of experience in the financial services industry, most of which have been spent alongside Lynn. Shawna started out at Lincoln Financial in 2000 where she was able to provide entry-level administrative support to the Dallas Regional Planning Office and be exposed to what she knows so well today. In her role at the firm, she greatly enjoys the opportunity for growth, the customer service she gets to provide, the flexibility, and the work family she has made at the firm.
Having fulfilled all the requirements for licensure under the laws of the Great State of Texas, Shawna is qualified and authorized to engage in the business of insurance in the State of Texas as a Texas Department of Insurance Licensed General Lines Agent for Life, Accident, Health & HMO as well as holding her Series 6 & 63 Securities Licenses and provides the on-going personal service so important for the support of clients and corporate benefits.
Shawna has, and always will, call Texas her home. She lives in her hometown of Mesquite with her husband, their 6 year old son, and their cat & dog. When Shawna is outside of the office, she enjoys spending as much time as possible surrounded by her closest friends & family; whether it's at home, at church, or on the field.