SHAWN ESCOLLIES, FPQP™ ABFP™

Financial Paraplanner
Client Relationship Manager

Areas of Expertise: Client relationship management | Management of client communication systems | Directing new account establishment and ongoing maintenance | New client onboarding | Relationship development | Enhancement of client experience 

With over 20 years of experience in client service and business administration, Shawn is passionately committed to curating the best client experience. She has been a dedicated team member since 2014, supporting the well-being of her advisors and clients.

Shawn enjoys all forms of creative expression, from art and music to health and wellness, both physically and mentally. Living in Colorado, she relishes the outdoors with her Akita, Zeke, and enjoys firearms shooting and cruising the mountain roads on her Ducati 696 Monster, embracing the beauty of Colorado’s mountain living.