Shanna Buchholz

Shanna Buchholz is a seasoned professional in the financial services industry, currently serving as a Senior Life Case Manager at Saybrus Partners since October 2021. Prior to this role, Shanna accumulated valuable experience as a Case Manager at Advisors Excel from June 2016 to October 2021, and as a Licensing and New Business Specialist at Legacy Financial Partners, Inc. from June 2012 to May 2016, where responsibilities included processing agent licensing with various insurance carriers. Earlier career experience includes a range of roles at U.S. Bank from December 2006 to May 2012, including Assistant Branch Manager, which provided a strong foundation in team collaboration and customer service.