Atlanta Chapter Event
CANCELLED - Fall Speaker Series III - Shawna L. Theriault - Sandwich GenerationTuesday, November 12, 2019
Time: 6:30 PM
Location: Southern Bistro - 4920 Roswell Road, Atlanta, GA 30342 (Fountain Oaks Shopping Center)
Restricted to members and their guests
Registration Deadline: Monday, November 11, 2019
Contact: Peggy Bartolotta
Phone: (203) 571 8836
A Managing Associate at Henssler Financial. Ms. Theriault has more than 20 years of financial industry experience, including experience working exclusively with high net worth individuals on tax, financial, and estate planning matters. Ms. Theriault joined the firm in 2011 as an Associate . In October 2012, she was promoted to Managing Associate, where she engages in initiating new business, working on overarching planning issues, managing staff, and leading teams.
Ms. Theriault was named to the 2018 Atlanta Five Star Wealth Managers list that was published in the October 2018 issue of Atlanta magazine. The Five Star award goes to wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
Ms. Theriault earned a Bachelor of Science in Accounting and a Master of Business Administration from Western Governors University. She is a Certified Public Accountant, a Certified Financial Planner™ and a Certified Divorce Financial Analyst® professional.