Shanna Reed is a Senior Investment Advisor at Maridea Wealth Management, with more than 20 years of experience in financial services.

After beginning her career in the corporate world, Shanna’s passion for helping people take ownership of their financial futures led her to become an independent advisor and eventually co-found Heritage Financial Strategies. She holds FINRA Series 7 and 66 licenses, the Accredited Asset Management Specialist℠ (AAMS®) and Certified Divorce Financial Analyst (CDFA®) designations, and is currently working toward her CFP® certification.

In addition to advising clients, Shanna has shared her expertise widely as a contributor to Investopedia, Kiplinger’s Personal Finance, and Born2Invest. She has also spoken at public events, appeared on radio and TV, and hosted her own podcast, We Make Money Fun, which reached audiences across the country. Known for her ability to simplify complex financial concepts, she is a trusted voice for individuals and families navigating important financial decisions.

Outside of work, Shanna loves traveling and scuba diving—she holds advanced certification and has explored waters all around the world. A proud Phoenix Suns fan, she never misses a chance to cheer on her team, whether at home in Arizona or while vacationing in Hawaii.