Shanna L. Tedder

About Shanna L. Tedder

Shanna’s passion is helping clients build, protect, and distribute their wealth more effectively by focusing on financial strategies rather than products. To safeguard and preserve a clients financial future is of utmost importance to her. Having witnessed her immediate family go through the financial devastation of the collapse of Enron and the resulting repercussions at no fault of their own, she’s driven to help others get their financial house in order. Working alongside a team of experts, she helps her clients implement strategies that can lead to optimal results, most often resulting in increased wealth, retirement cash flow, tax savings and protection from risks that can destroy a financial plan.

Experience

1. Financial Services Professional

   Diamond Client Group

   Sep 2017 — Present · Houston, TX, US

   Shanna helps empower individuals and business owners secure their financial future. Facilitating advanced strategies and sound financial planning that helps strengthen, secure and safeguard a client\'s financial house.Working alongside a team of leading experts with decades of experience, she helps implement a comprehensive plan of action specifically tailored toward achieving each of her client’s individual financial goals.

Education

• University Of North Carolina

  Bachelor of Applied Science

  2000 — 2004

Skills

• Nurses
• Income Protection
• Financial Education
• Patient Safety
• Cardiovascular Intensive Care
• Families
• Hospitals
• Healthcare Management
• Medical Professionals
• Nursing
• Crnas
• Management
• Healthcare Information Technology (Hit)
• Business Owners
• Health Insurance
• Patient Advocacy
• Shock Trauma/ Emergency Medicine
• Critical Care
• Leadership
• Client Education
• Life Insurance
• Disability Insurance
• Electronic Medical Record (Emr)
• Financial Risk
• Public Speaking
• Customer Service
• Healthcare
• College Funding
• Anesthesia Services
• Physicians
• Insurance
• Student Loan Pay Off Strategies