Shawna K. Larsh | Operations Specialist

Shawna joined the financial services industry in 2014 as a Due Diligence Analyst at Cambridge Investment Research in Fairfield, Iowa. In that role, she grew her expertise in practice management and succession & acquisition before moving out to the field and expanding her experience as a Director of Operations and Servicing Advisor at Heritage Financial Strategies out of Gilbert, Arizona.

Shawna graduated from Lindenwood University in Saint Charles, Missouri, where she earned both a Bachelor of Science in Business Administration and a Master of Science in Administration with an emphasis in Management. Shawna holds the Series 7, 66, and 24 licenses. She’s also a Yellow Belt in Lean Six Sigma and holds the Registered Corporate Coach RCC© designation.

Shawna and her husband, Nathan, live in Ankeny, Iowa. They have a son and enjoy spending time with family, camping, hiking, and dirt-bike riding.