Simona Shevling

Simona Shevling is a Client Care Specialist and brings five years of experience in the financial services industry, assisting advisors with investment and trust support services. She is passionate about building strong relationships with clients to provide an excellent client experience. Simona is originally from Gillette, Wyoming and holds a Bachelor of Science in Business Administration from the University of Wyoming College of Business.

Simona now lives in Ashford, Washington next to Mount Rainier with her husband and two dogs; Sonny (English Springer Spaniel) and Shasta (Siberian husky). They all enjoy getting out for camper weekends full of outdoor adventures including skiing and hiking. Simona also enjoys running her dogs, cooking, traveling, and giving back to the community through various forms of volunteer work.