Questions to Ask a Financial Professional Friday, July 15, 2016

Shanna Tingom is an Independent financial professional and the founder of Heritage Financial Strategies. Her specialty is working with female entrepreneurs, business leaders, and individuals experiencing life transitions. A veteran of the financial services industry, Shanna was 19 years old when a meeting with a financial advisor revealed her purpose and passion. The advisor dismissively reached across the desk, patted her on the head, and said, “Don’t worry sweetheart. Your husband will take care of this money stuff for you someday.” Since then, Shanna has built a career out of helping others take charge of their financial future. She’s more likely to draw pictures and use props to counsel clients rather than use traditional methods involving price-to-earnings ratios and mountain charts. Shanna considers herself a life-long learner and keeps apprised of changes in the industry. She earned a Bachelor’s Degree in Business from William Penn University and a Master’s Degree in Organizational Management from the University of Phoenix. Shanna holds FINRA Series 7 and 66 licenses and the Accredited Asset Management Specialist (sm) designation. Shanna keeps active as a member of the Small Business Alliance and Gilbert, Arizona Chamber of Commerce. She also enjoys traveling with her husband, Eric, and spending time with her two Cavalier King Charles Spaniels, Oliver and Princess.