With more than 25 years of experience, Shanna serves as a trusted advisor to privately held organizations through audit and assurance, strategic growth and risk management.
Shanna’s portfolio includes middle market, large privately held and family-owned businesses, with annual revenues ranging from $10 million to $500 million. She brings a unique ability to embed herself as an extension of each client leadership team, and is especially passionate about helping legacy businesses through their growth and business transitions.
Each engagement presents new challenges and opportunities, which she embraces with enthusiasm and strategic insight. Internally, Shanna drives firmwide initiatives that streamline audit workflows, reinforce quality control practices and enhance professional development through mentorship and training.
Shanna is known for her responsiveness, strong relationship-building skills, deep audit knowledge and ability to leverage a vast network of professionals to solve even the most expansive business challenges.
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Construction
- Real Estate
- Manufacturing
- Oilfield Services
- Professional Services
In my career, audit has been more than compliance - it’s been a way to empower leadership with clarity and vision.
