Shea originates from the North of England and has spent most of her adult life in the United States.
Since 2007, Shea has been dedicated to the Financial Services Industry. As a registered Investment Advisor, a Certified Divorce Financial Analyst (CDFA), and a Certified Kingdom Advisor (CKA), she brings extensive expertise to her work.
Shea is passionate about reducing the stress associated with investment and wealth management. She provides personalized guidance and fosters financial awareness for families and individuals, empowering them to retire confidently and fully enjoy their retirement years.
Shea works with clients across the spectrum of financial knowledge—from beginners to seasoned experts—believing that financial clarity is the foundation for confidence.
As an experienced speaker, Shea is deeply committed to helping women—whether single, married, divorced, or widowed—become more knowledgeable and confident in their financial decisions. She has led educational workshops covering a wide range of topics, including tax optimization, asset preservation, and legacy planning. Her mission to empower women in retirement stems from her belief that every woman deserves a financially fearless and purpose-driven retirement.
When not nurturing relationships with her clients, Shea enjoys hiking the scenic trails of the Pacific Northwest and giving back to her community through volunteer work.