Shanda joined Thompson Wealth Management and Life Planning, Inc. in November of 2021. As a Client Service Assistant, she is responsible for various administrative and operational client services to support the business activities of Mr. Thompson, including but not limited to, establishing new accounts, processing the movement of funds and equities, client service requests, working with internal departments to handle procedural questions or account problems, reviewing paperwork and handling account inquiries for clients.
Bringing a background in Business Management and Marketing to the team, Shanda has a priority of excellence for every task leading her mindset. A native of the North Mobile area, she and her husband, Kirk have 3 young adult children. Always ready for the next adventure, travelling with family and friends is a favorite activity.