Shebna Olsen-Shillibeer, CFP® 

Creating a career for myself in the financial services industry wasn’t by accident. It was the deliberate continuation of a family legacy of financial professionals wanting to guide individuals, professionals, and business owners in navigating their financial journeys. With over two decades as a wealth advisor, I currently manage over $180 million in client assets providing growth and protection opportunities through their various life changes and fluctuating market conditions.

Born in Turkey, I emigrated to the United States at the age of 15 and began my career as an intern at a brokerage firm where I developed a passion for business, finance, and management. That all led to earning my undergraduate degree in economics, followed by a master’s degree in international finance and management, both at Columbia University. Always thirsty for knowledge, I pursued the intensive study program to become a Certified Financial Professional, earning that designation on April 12, 2012.

Whether it's developing a retirement plan for an individual or a family, creating a customized executive benefits program for a business owner, implementing a needs-based protection strategy, or preparing a detailed asset allocation analysis, my mission is to provide innovative and practical financial strategies for my valued clients.

I pride myself on professional excellence and reliability, which should give you a high-level of confidence in the programs and strategies I recommend and can implement along with a variety of financial products and services that are designed to help you plan for, build, and achieve the financial future you want.

Taking advantage of being able to work from anywhere in the world, I currently divide my time between homes in New York and North Carolina. In my spare time, I enjoy running, golf, and traveling.