Maria is an Associate Financial Advisor with over 20 years of experience in client servicing within the financial services industry. Since joining the firm in August 2011, she has played an integral role in supporting both clients and advisors through every stage of the financial planning process. Her experience includes client onboarding, qualified plan implementation, and comprehensive financial planning support. Known for her strong problem-solving skills and attention to detail, Maria is passionate about helping clients navigate complex situations while also enhancing internal operations to improve efficiency and outcomes. With well over a decade at the firm, she continues to grow her expertise while maintaining a genuine commitment to delivering a high level of service and support. Prior to her career in financial advisory, she spent seven years in mortgage lending, where she progressed from loan processor to junior underwriter and ultimately loan officer, building a solid foundation in financial analysis and client care.

Outside of work, Maria finds joy in spending time in nature, whether camping with her family or taking leisurely walks through scenic landscapes. As a swimmer, she naturally gravitates toward being near the water whenever possible. She also enjoys exploring new cuisines and considers herself a true foodie, always excited to try new dishes and experiences.

Contact Maria

maria@shahadvisors.com