As practice manager, Shania brings warmth, understanding, and a personalized touch to your financial journey. From managing the day-to-day operations and onboarding new clients to ongoing service initiatives and providing world-class support, Shania will help make your path to financial success comfortable and easy.

Your financial aspirations are interconnected with the broader canvas of your life, and we are dedicated to understanding and supporting you every step of the way. CoFi’s mission is to guide you toward your financial goals and be an integral part of your life. Shania brings this mission, and the values of communication, trust, and respect into each interaction she has with you.

With a background in early childhood education, Shania has a passion for helping others. She took a leap of faith by joining the financial industry, where she could marry her love for serving others with the precision of financial planning. It is here that Shania discovered the power of creating a personalized client experience, which she delivers on a daily basis to people like you.

Drawing from her prior career as a preschool teacher, Shania’s empathetic and understanding demeanor naturally shines through. Attentively listening to your desires and needs and remembering the important details, she will always make you feel truly valued. Your journey is not just about your financial goals; it’s about creating a meaningful, lasting connection.

Outside the office, you can find Shania on the slopes, at the gym, or basking in the serenity of Great East Lake. Enthusiastically planning for the future, Shania and her fiancé, Matt, are counting down the days to their wedding in October.