DIRECTOR, FAMILY OFFICE CLIENT RELATIONS
Shanell joined Valiant Wealth in 2017, bringing with her two decades of financial experience in investments and banking. As Director of Family Office Services, Shanell works closely with our clients to ensure their investment needs are met, and their lifestyle expectations exceeded.
Valiant Wealth’s holistic service solutions are systemized into a customized integrated program called The Valiant Way. Our dedication to high achieving individuals and their families allows us to understand their needs on a much deeper level, establishing lifelong relationships
In the service of our clients, Shanell has built relationships with expert professionals such as attorneys, CPAs, real estate agents, and others to help orchestrate the best possible solutions. She ensures that everything is taken care of: from overseeing real estate holdings, shipping vehicles and coordinating estate planning and taxes, to arranging travel, paying bills, and managing business finances. Through her thoughtful management guidance, our clients often experience a gain-back of precious time, a valuable asset that enables them to accomplish even more in life.
Shanell considers it a privilege to work with clients and their families in such depth. “Our clients have extremely busy lives, and they have worked hard for their success and wealth,” she reflects. “It gives me great joy to put our expertise to work to enhance their lifestyle, allowing them to spend more time doing the things they love.”
Shanell is devoted to family life and spending time with her husband Brian and their two children, participating in a variety of activities they all enjoy. She also loves all aspects of home improvement, which translates into always having a project going at home.