2827 Spafford Street
(855) 728-7285 ext. 2
Client Services Manager
(855) 728-7285 ext. 3
Before my life as a financial planner, I was in full-time ministry encouraging college students to grow in their personal faith at a pivotal time in their lives. I also worked as a junior high math teacher in an underserved community. I have always been drawn to jobs that are about helping people become their best version of themselves. I still see myself as a teacher, just with a different audience.
I now share my life with my beautiful wife Christie and we are raising three phenomenal children. We have planted roots in Davis, CA. My favorite thing in the world is laughing and making others laugh, especially when its my kids. Some of the ways I recharge my batteries are riding my mountain bike, rock climbing, running and skiing. I have a blast coaching youth sports. I am actively involved in serving others at our local church and in the local Chamber of Commerce.
Shawna has been working with Paul Romo and the Impact Financial Advisors team since February 2012. As our client services manager, she manages the day-to-day operations and compliance procedures of our office all while striving to make sure our clients leave every appointment and engagement feeling the time was meaningful and well spent.
Prior to working with Impact Financial Advisors, Shawna spent 12 years managing a woman’s apparel store. Shawna has brought her management and customer service skills to her position at Impact Financials Advisors which has been necessary and beneficial in meeting the needs of our growing business. Since joining the Impact Financial Advisors team, Shawna has obtained a California Insurance License in the areas of life, health, and disability. She is also a licensed notary.
Shawna can often be found volunteering with the Davis Chamber of Commerce on the ambassador committee, volunteering where needed at her church, or spending time in her garden and with her dog Evian and rabbits Ginger and Poppyseed.
About 5 years ago Shawna discovered an enjoyment for gardening and can often be found in her yard. Since she considers herself a novice, she was excited to have her yard feature in the Water-Wise Woodland Landscape Tour for 2021.