COMPANY

Our Team

Simona Shevling

Client Care Specialist

Biography

Simona Shevling joined Financial Advocates in March 2021 as a Client Care Specialist.  She brings three years of experience in the financial services industry, assisting advisors with investment and trust services.  She is passionate about building strong relationships with clients and providing an overall great client experience.  Simona is originally from Gillette, Wyoming and holds a Bachelor of Science in Business Administration from the University of Wyoming College of Business. 

Simona now lives in Ashford, Washington next to Mount Rainier with her husband and dog, where they enjoy the great outdoors.  She also enjoys running with her dog, cooking and trying new recipes, traveling, and giving back to the community through various forms of volunteer work.

Share This