Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Investments
  • Small Business
  • Retirement Plan Distribution
  • Family Finances
  • Women's Financial Strategies

Awards & recognition

  • Graig A Huber, Five Star Wealth Manager, 2012-2021
  • Graig A Huber, Ameriprise Circle of Success, 2007-2008, 2016-2022
  • Graig A Huber, Ameriprise Ultimate Digital Excellence Award, 2022-2023

Community participation

  • Shawna volunteers at her church with the elementary school kids program, and at the schools when she is able.
  • Shawna helps with whatever extracurricular activities her kids enjoy throughout various seasons which is important to her.
  • Shawna has been a part of the Leadership Academy within her School Corporation.
  • Shawna enjoys volunteering with Gleaner's, as well as working with Hope Center Indy.

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