Shawn D. Mechler CFP®, ChFC®
Owner, Director of Wealth Management and Planning
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.