Shahirah is our Financial Paraplanner. She recently passed her FINRA Series 65 Uniform Investment Adviser Law Exam, which is the first step into her dream of becoming a full fledged financial advisor. Shahirah holds a Bachelor of Business Degree from Florida Atlantic University (Cum Laude). Her background in teaching college-level statistics and calculus and her experience as an administrative assistant helps her to reach clients across various levels of understanding, with effective communication and efficient organization.
Her primary responsibility at True North Wealth Management is supporting the Financial Advisors in all aspects of research and efficiency, and she serves both our clients in Carlisle and Palmyra. She lives here in Central Pennsylvania with her husband and young child. Her free time is often spent with her family and friends, either hiking, swimming, reading, or practicing yoga. Shahirah has started getting to know some of our clients by reaching out to help them access tax forms, update contact information, and answer questions on setting up online access. She joins Darla, Brittany, and Megan in our ever-important quest to improve our service for our clients, and her background is a great fit for our office. Our support staff is growing in an effort to serve you, the client, better.
Call 717-706-0700 to meet Shahirah today and see how our team can help you!