Business
In this episode, Shanna sits down with Anna Vollenweider. She's a key part of the Heritage Financial team, working with us as a paraplanner on financial plans for our clients.Anna shares some of her background, from growing up in Kansas City, to traveling the country with her husband and dogs in their Fifth Wheel, to settling here in Phoenix.Anna has an extensive background in finance, working in everything from financial reporting to pension systems. A "lifelong learner," she really enjoys helping individuals plan their financial future.Contact:Heritage Financial Website: https://www.heritagefinancialaz.com/Book an appointment online or call Shanna at 480-397-1184