Shawna L. Godenzi
Client Relationship Specialist
Education
Post University
AS, Accounting
As a client relationship specialist, Shawna is the primary contact for clients’ day-to-day needs. She specializes in trusts, estates, and estate planning. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Shawna develops close relationships with her clients to ensure consistent and exceptional service. Shawna also supports our senior portfolio management and wealth planning professionals.
Shawna has over 20 years of experience in trusts and estate planning. Previously, she was a legal assistant at Drew, Mersereau & Cohn P.C.
When she’s not working, you can find Shawna hiking, spending time with her family, and trying new recipes.