Client Services Manager
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.