Prior to joining Clintsman Financial Planning in 2013, Shantel managed the office of a financial planning practice in Dallas, gaining valuable experience in customer service and financial planning support.
“As Financial Planning Specialist, I am part of the team creating the written financial plan for clients. This starts with reorganizing and analyzing client’s data to lay a strong foundation and begin building their dreams. The result is a clear path toward their financial goals, which is a first for most clients.”
Shantel obtained her MS in Personal Financial Planning from Texas Tech University. She is originally from Albuquerque, New Mexico and now resides in Grapevine, Texas with her husband, who is also in the financial planning profession, and their daughter. Shantel enjoys running and is involved with the Lake Grapevine Runners and Walkers. She completed her first marathon in 2013 and accomplished her long-time goal of running the Boston Marathon in 2015.