Shanan is an Investment Adviser Representative with SagePoint Financial, Inc. She earned her degree in Business Administration from the West Texas A&M University in 2000. She began her career with a firm in Amarillo, Money Methods, where she learned the inner workings of the investment business. When an opportunity to manage her own Edward Jones office in Amarillo became available, Shanan took the challenge. She worked closely with her clients in Amarillo for three years and then married her husband, Tim. The move to their family ranch helped her into the independent market once again. Moving to Clayton NM, Shanan was able to open Doherty Financial Services. She continued to work closely with her loyal clients from Amarillo. Once again, opportunity knocked, Curt Pilkington was ready for an associate and Shanan and Tim were able to move home to work with her family at Pilkington Financial Services.
Being an advisor since 2001, Shanan has seen an array of markets firsthand, helping her appreciate the importance of consistency in portfolio management. Shanan spends her time at Pilkington Financial between portfolio management*, equity research and spending time with clients.
Shanan, along with her husband Tim, daughter Macie, and son Casey, live on a ranch outside Sterling where she enjoys the outdoors. Shanan and Tim raise quarter horses on their ranch.