Shanna’s role is crucial in facilitating smooth function of the overall day-to-day business operation, always in an effort to cultivate a proactive, goal-oriented and values-driven team. She leads the development of workflow efficiencies and effective processes in the back office to support the Integrated Team Approach.

Kristi plays a critical role in supporting the internal and external communication for the practice. Her role is to ensure our clients, vendors, and community members receive an excellent experience every time they initiate contact with our practice. Kristi also engages with each employee to support the human resources needs of the team.

Chris’s role is important in the establishment of a positive client experience every time a client comes into the office. Chris is usually the first person to interface with clients; she reflects the high standards of our practice, establishing an atmosphere of professionalism, friendliness and an exceptional client experience.

Kristin’s role is to provide administrative and operational support to the day-to-day business functions of the Back Office. She maintains an important function to review, research and report scheduling needs of our client base and assists in making scheduling calls to clients. She provides on-going support with electronic meeting prep as well as document review and file maintenance during post-meeting teardown.

Ann oversees the firm's bookkeeping, budgeting, and financial statement analysis.

Aaron is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Aaron serves the client to ensure an exceptional client experience is achieved.

Dena, as a client concierge, is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Dena serves the client to ensure an exceptional client experience is achieved.

Kelsey assists in the execution of effective marketing strategies and messaging to communicate Discerning Wealth’s distinctive value proposition and unique financial planning process to prospects and clients. Her role serves as a first point of contact with prospects to guide them through the financial planning process and initiate connection to our integrated team.