About Us

Shawn is the Owner and Director of Wealth Management and Planning and leads all client services, wealth advisory processes, and sets the direction for holistic wealth planning strategies across the firm.

Shawn began her career in the financial services industry in 1993 and brings a vast range of experience as a financial advisor. Today, she specializes in strategic financial planning for individuals, as well as sustaining lifetime income planning for those approaching or already in retirement, and planning for owners of closely held businesses. 

A native Texan, Shawn holds a degree from Texas Christian University and is a CERTIFIED FINANCIAL PLANNER^™ professional, as well as a Chartered Financial Consultant. Additionally, she is licensed in securities and insurance.

Since 2018, Desiree C. Ebhert has been a dedicated professional in the Financial Securities Industry, equipped with an array of FINRA and State licenses, such as the SIE, Series 6, Series 63, and Life and Health Insurance Licenses in Colorado.  A 2022 graduate with a Bachelor of Science in Human Resources, Desiree combines her academic background with her professional expertise.

In her personal time, Desiree cherishes moments with her cats, Kelso and Clancy, and relishes spending time outdoors with family and friends.  Desiree is thrilled to bring her experience and enthusiasm to Positive Planning Wealth Advisors and is looking forward to contributing to the team's success and growth.