Director, Client Services
Shanda joined the IDA team in February 2015 and brings over 16 years of experience in the financial industry. Shanda is a senior client service associate and assists the advisors with providing the best customer care. She has a true compassion for helping others.
Shanda previously worked for The Burg Group, where she became experienced in the financial industry, specifically in the areas of meeting the goals and expectations of the client, as well as executing transactions in a timely and precise manner.
Shanda graduated from California State University San Bernardino with a bachelor’s degree in business with a concentration in finance.
In Shanda’s spare time, her focus is spending time with her husband, John, and two beautiful girls, Addyson and Alyvea.
Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (888) 401-2083
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083