SHAWN ESCOLLIES, FPQP™

Financial Paraplanner
Client Relationship Manager

Areas of Expertise: Client relationship management | Management of client communication systems | Directing new account establishment and ongoing maintenance

With over 18 years in customer service and business administration, Shawn has an ardent commitment to curating the best client experience.  Shawn has been a team member since 2014 and works tirelessly to support the well-being of her advisors and clients.

Shawn loves all creative outlets, from art and music to cooking and fitness – anything that creates a relaxing, enjoyable atmosphere.  Living in Colorado, she enjoys the outdoors with her Akita, Zeke, and the beautiful mountain living Colorado offers.