Henry+Horne Wealth Management Names Senior Vice President

Shaunna Anderson

Shaunna Anderson

Henry+Horne Wealth Management of Scottsdale, Ariz., announces that Shaunna Anderson has been promoted to senior vice president and principal.

Over the course of her career, Anderson developed technical skills spanning all aspects of portfolio management, investment implementation and operations.

“Over the past several years, Shaunna’s contributions have helped redefine the quality and execution of the client experience while helping us grow substantially. Shaunna is one of the most dedicated and hard-working people I have ever met, and we are truly lucky to have her at Henry+Horne Wealth Management,” says Michael Carlin, president, Henry+Horne Wealth Management.

Anderson joined Henry+Horne Wealth Management in 2016. She has more than 15 years of financial and operational management experience, including working with individuals, affluent families and businesses to assess their investment portfolio needs.

“I joined the firm because I believed in the investment philosophy and the vision of how this business is supposed to be done. The depth of the work we do for clients and the amount of care we take with them is profound and meaningful in their lives and frankly, not something that is commonplace in our industry,” Anderson says.

Wealth Management LLC had been affiliated with Tempe, Ariz.-based Henry+Horne (FY18 net revenue of $27 million) for more than a decade and in 2017 became Henry+Horne Wealth Management.