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Shawna works with Peter Ashby and Mark Huffman assisting with client services, portfolio reporting and account administration. Prior to joining GBB, Shawna worked in the wealth management industry for nine years with two other small firms in account servicing, client relationship management and assisting with marketing and event planning. She earned her bachelor’s degree in Communication Studies from California State University, Sacramento. In her spare time, Shawna enjoys being with her family and spending time outdoors.

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