“I really have always focused on making each interaction with my clients enjoyable, I didn’t want to make them feel like they were going to the dentist,” Shanna said. “I wanted them to want to see me and talk to me, so I kind of built my practice around having fun with my clients.”
Shanna Tingom has always focused on the pursuit of happiness, not only for herself and her family but also for her clients. As the founder of Heritage Financial Strategies, Shanna understands the importance of choosing and controlling your journey – a strategy shown to be a pivotal factor in her successful business. Specializing in working with female entrepreneurs, business owners, and individuals experiencing life transitions, including marriage or divorce, Shanna’s career and business continue evolving into the one-of-a-kind journey she’s always dreamt of.
Take a listen to Episode 152: Building My Business My Way to hear:
Don’t miss the full episode to hear how Shanna continues building her business her way.
Shanna Tingom is the co-founder of Heritage Financial Strategies. She has more than 20 years of experience in the financial services industry and specializes in working with female entrepreneurs, business owners and leaders as well as individuals experiencing life transitions such as marriage or divorce.
After years of struggling to fit into the corporate mold, Shanna made the decision to become an independent advisor. 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 currently holds FINRA Series 7 and 66 licenses and the Accredited Asset Management Specialist℠ and Certified Divorce Financial Analyst designations. She considers herself a life-long learner and keeps apprised of changes in the financial industry.
Since opening Heritage Financial Strategies, Shanna has been a regular contributor to Investopedia.com, Kiplinger’s Personal Finance online, and Born2Invest.com. She makes frequent public speaking and guest radio appearances in Phoenix and nationally as well as hosts her own podcast, “Making Money Fun” which can be found on iTunes.
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.