Shawna Theriault, CFP®, CPA, CDFA®

The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.

Shawna Theriault, CFP®, CPA, CDFA® joined Wiser Wealth Management as a Senior Financial Advisor in 2024. She comes to the firm with 27 years of financial industry experience and over 21 years of working for several large, independent RIA firms. Shawna has served thousands of families, individuals, and business owners with their unique tax, financial, and estate planning needs. Her role within Wiser involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals.

She earned a Bachelor of Science in Accounting and a Master of Business Administration from Western Governors University. Shawna is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ certification and a Certified Divorce Financial Analyst® professional.

Shawna resides in Woodstock with her husband, three daughters and their family dog. She enjoys health/wellness, traveling and supporting the girls in their studies and numerous cheerleading teams.