Shanna has been a valued member of our team for over four years and a true founding member of the eMoney society. She took on ownership of eMoney early on and helped shape it into the reliable and powerful tool we depend on today.

With every connection she built and every client she supported through the platform, Shanna has made daily life at Clear Strategy significantly easier, often saving us from countless hours of troubleshooting and, quite honestly, from pulling our hair out.



While she is no longer focused on eMoney, she has transitioned into new and equally important projects, including building and refining our reporting processes and handling commission reporting that, at times, reaches all the way back to 2024. Her attention to detail, beautiful spreadsheets and consistency continue to be a major asset to the team.

On top of her professional contributions, Shanna is also pursuing her degree in financial planning through night school, further strengthening her ability to enhance the client experience in the future. She is a strong example of not only a dedicated team member, but also a caring friend and reliable presence within the organization.

She is someone you can always count on to lend a hand whenever needed, and we are truly grateful for everything she brings to the team!