Shanell Freeseman
DIRECTOR, FAMILY OFFICE CLIENT RELATIONS
Shanell joined Valiant Wealth in 2017, bringing over two decades of experience in investments and banking. As Director of Family Office Services, she serves as the primary point of contact for our high-net-worth clients, overseeing the client services team and ensuring every detail of the client’s financial and lifestyle needs is expertly managed.
In this role, Shanell manages complex client relationships with the highest level of skill, trust, and dedication. She coordinates estate planning, taxes, real estate holdings, business finances, and personal logistics, while building and maintaining relationships with expert professionals. Her thoughtful guidance enables clients to focus on what matters most and feel confident that their affairs are well taken care of. Shanell is committed to creating an environment where her team can deliver exceptional service and support, reflecting her own high standards of professionalism and care.
Outside of Valiant Wealth, she enjoys family time with her husband and their two children, and finding balance and inspiration through hands-on home projects.