Mobile Phone: (609) 352-9654 (voice only)
After a successful career in the wellness industry, where she owned her own business and built lasting client relationships through education and strategy, Sheena transitioned into the financial services world in 2020. She now helps individuals, families, and business owners strengthen their financial security through personalized planning and practical solutions.
With a collaborative mindset, she aligns with experienced professionals to deliver the highest level of service to her clients. She also offers Financial Wellness Education programs to organizations—empowering employees and employers alike to reduce financial stress and boost productivity. As a partner with CutCost4College, she is dedicated to helping families navigate the complex college funding process and avoid overpaying for higher education.
She holds a Series 65, 63 and 6 securities registrations and is also a licensed agent for Life, Health and Disability Insurance. She is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NJ, NY, PA, SC and UT. She is also insurance licensed in NJ, NY, PA, SC and UT.
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