We had the good fortune of connecting with Shanna Tingom and we’ve shared our conversation below.
Hi Shanna, Let’s talk about principles and values – what matters to you most?
One of our core values is that we make money FUN! This means that hire people who I enjoy working with, because I know my clients will, too. I take on clients that I like as people, and enjoy taking to. I want every interaction between my staff and my clients to be fun for both sides. If it stops being fun for either side, it’s not a good fit for either of us. Money and investing can be a very scary thing…especially over the last year since COVID-19 blazed onto the scene! We want those that come into contact with us to walk away saying “that was more fun than I expected!” That helps calm the anxiety and allows both sides to open up more and allows for more important conversations.
What should our readers know about your business?
We celebrated 5 years April of 2020. We are proud to have expanded to 3 valley locations (Paradise Valley, Tucson and Gilbert) and love what we do. It’s not be easy. But it has absolutely been worth it!
If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
I love Downtown Gilbert – especially since it’s where my office is! Our favorite happy hour is Culinary Dropout. A unique experience in Downtown Gilbert is the White Rabbit bar, and it’s across the hall from where my first office was!
Who else deserves some credit and recognition?
I want to dedicate my Shout-out to the back-office team at Cambridge Investment Research, my broker-dealer. They’ve knocked it out of the park since COVID-19 started, which allows us to focus more on what we’re best at…the clients!