Meet Texanna
As our team’s Paraplanner, Texanna works closely with Shane to help create, modify, and maintain clients’ financial plans. She also handles client distributions and frequently follows up with clients, but perhaps equally as valuable is her warm personality and ability to make everyone feel at ease.
A graduate of Texas Tech University with a bachelor’s degree in personal financial planning, Texanna has worked as a Paraplanner since 2018 and joined our team right out of college. We have a difficult time remembering back to when Texanna wasn’t in our office because she is such a positive presence within our team.
Outside of work, Texanna enjoys spending time with her husband Marshall and their two daughters Harlow and Redding. Together, they like spending time outdoors and making new memories as a family.