Shawna L. Theriault, CPA, CFP®, CDFA® 1
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Notable

  • Certified Public Accountant

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • Certified Divorce Financial Analyst

  • 22 Years of Financial Services Experience

  • 11 Years of Tax & Accounting Industry Experience

  • 2018 Atlanta Five Star Wealth Manager

  • Member of American Institute of CPAs

  • Member of Georgia Society of CPAs

Contact

  • (678) 797-3741

  • Email Shawna

Shawna L. Theriault, CPA, CFP®, CDFA®
Managing Associate

Shawna L. Theriault, CPA, CFP®, CDFA®, is a Managing Associate at Henssler Financial. Ms. Theriault has more than 20 years of financial industry experience, including experience working exclusively with high net worth individuals on tax, financial, and estate planning matters. Ms. Theriault joined the firm in 2011 as an Associate. In October 2012, she was promoted to Managing Associate, where she engages in initiating new business, working on overarching planning issues, managing staff, and leading teams.

Ms. Theriault was named to the 2018 Atlanta Five Star Wealth Managers list that was published in the October 2018 issue of Atlanta magazine. The Five Star award goes to wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

Prior to joining Henssler, she was an Associate and tax specialist at Homrich Berg in Atlanta, Georgia. Ms. Theriault spent several years at Charles Schwab and Schwab Institutional where she provided relationship management, investment research and product analysis to institutional clients and financial advisers.

Ms. Theriault earned a Bachelor of Science in Accounting and a Master of Business Administration from Western Governors University. She is a Certified Public Accountant, a Certified Financial Planner™ Certificant and a Certified Divorce Financial Analyst® professional.

Shawna L. Theriault, CPA, CFP®, CDFA® 1

Shawna L. Theriault, CPA, CFP®, CDFA®
Managing Associate

  • Download Bio

Shawna L. Theriault, CPA, CFP®, CDFA®, is a Managing Associate at Henssler Financial. Ms. Theriault has more than 20 years of financial industry experience, including experience working exclusively with high net worth individuals on tax, financial, and estate planning matters. Ms. Theriault joined the firm in 2011 as an Associate. In October 2012, she was promoted to Managing Associate, where she engages in initiating new business, working on overarching planning issues, managing staff, and leading teams.

Ms. Theriault was named to the 2018 Atlanta Five Star Wealth Managers list that was published in the October 2018 issue of Atlanta magazine. The Five Star award goes to wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.

Prior to joining Henssler, she was an Associate and tax specialist at Homrich Berg in Atlanta, Georgia. Ms. Theriault spent several years at Charles Schwab and Schwab Institutional where she provided relationship management, investment research and product analysis to institutional clients and financial advisers.

Ms. Theriault earned a Bachelor of Science in Accounting and a Master of Business Administration from Western Governors University. She is a Certified Public Accountant, a Certified Financial Planner™ Certificant and a Certified Divorce Financial Analyst® professional.

Notable

  • Certified Public Accountant

  • CERTIFIED FINANCIAL PLANNER™ Certificant

  • Certified Divorce Financial Analyst

  • 22 Years of Financial Services Experience

  • 11 Years of Tax & Accounting Industry Experience

  • 2018 Atlanta Five Star Wealth Manager

  • Member of American Institute of CPAs

  • Member of Georgia Society of CPAs

Contact

  • (678) 797-3741

  • Email Shawna

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