Shana McHaffey, CFP®

Client Services Assistant

Shana started her career in finance in 2003 when she was recruited to the industry while volunteering at church. She has worked for firms such as Southwest Securities, JP Morgan Wealth Management, and most notably RBC Wealth Management where she spent over 10 years serving as a Senior Registered Client Associate and then Investment Associate after becoming a CFP®. Shana holds her Series 7 license through LPL Financial and earned her bachelor’s degree from Arkansas State University. In her previous role as a paralegal within the Securities Litigations group at Crowe and Dunlevy law firm, Shana furthered her knowledge in multiple areas including the mediation and arbitration process as well as the need for documentation, record keeping, and compliance. 
As RLBF's Client Services Assistant, Shana’s goal is to ensure clients’ needs are met. Her primary focus is providing a high level of quality service, understanding client investment objectives, tolerance for risk, and unique financial situations, as well as promptly responding to client requests.
Shana lives in Oklahoma City with her husband, Lt. Col. Kevin R. McHaffey (Ret.), and their two dogs, Maverick and Lucy. Together, they have a daughter, Hunter, who graduated from Miami University (Ohio)with a degree in Sports Management. When Shana isn’t assisting clients, she enjoys home improvement projects, reading, and spending time with her family.
Favorite core value:  Integrity.  Serving clients with integrity is critical to earning and maintaining their trust, allowing us to help them meet their goals and dreams.
Phone 972-421-1339