Shana Thomas joined Allegiant Private Advisors in early 2021 as a Senior Operations Specialist. Her primary focus is delivering exceptional client service everyday while exercising her keen eye for efficiency, organization, and accuracy in operational processes and procedures. We've asked Shana to share more about her personal story and road to the firm, in her own words:
I was born in the Seattle area, my parents were stationed at Ft. Lewis. Both were in the Army, my mom was an air traffic controller and my dad was a Chief Warrant Officer 3. He flew medevac rescue.(I wanted to be a helicopter when I grew up.Not a pilot, but an actual helicopter.)
Eventually both of my parents left the military, and it was my father's civilian career in aviation sales and distribution that moved us around frequently. I have lived in multiple states on both coasts and a smattering of places in between. My most rewarding experience was living in Hong Kong for almost three years. I loved the many different cultures, experiences, and lifelong friendships formed. Texas was home base throughout my childhood, as we often moved back to the Lone Star state before launching off to another new location. After graduating high school, I started college at FAU in Boca but soon got the itch to move again and decided to finish college in southern California at Cal State Fullerton. After getting married and having my son I chose to be a stay-at-home mom. But life doesn't always go as we envision it and six years later I found myself a single mom and needing to re-enter the workforce.
I chose the financial services industry to fulfill my desire to help people.And for over 15 years now, I have truly enjoyed it. I love bringing the personal touch to a numbers-based industry. I think moving as frequently as I did growing up plays a huge part in my ability to plan, prepare, and prioritize. It has helped me focus on solutions in any scenario. I pride myself on being flexible and adaptable, but most importantly I'm committed to getting things done, whatever it takes.
I moved to Sarasota when I started with Allegiant and feel that I have found my place to plant roots. I'm thankful to be getting settled here, alongside the group of professionals I have the honor of working with daily. Allegiant truly embraces the client first focus and the entire team works as a well-oiled machine to ensure highest level of excellence in service. I am proud to be a member of that team.
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser