Shena Bartlett is a Managing Partner and Financial Planner, whose primary areas of focus are retirement and investment planning. For over a decade, Shena has been helping clients towards achieving financial independence. She seeks first to understand clients’ goals and collaborates with their CPAs, attorneys and other professional advisors before determining the most appropriate financial strategy for them and their families.
Shena is also an avid advocate for women and thrives in helping women prosper. She understands what is important to women and is passionate about educating women to gain clarity of their financial matters. Shena is a member of The WISE Group of Lincoln Financial Advisors. WISE is a team of financial professionals, corporate executives and specialists – women inspiring, supporting and educating female colleagues, clients and future advisors in the pursuit of knowledge and services within the financial planning industry.
Shena graduated with honors from Marylhurst University earning a Bachelor of Science in Business Management and is a member of the Sigma Beta Delta International Honor Society for Business Management and Administration. Shena completed the Accredited Asset Management Specialist (AAMS®) professional curriculum from the College for Financial Planning. She holds her FINRA Series 7 and Series 66 registrations as well as her Life and Health Insurance Licenses.
In Shena's spare time, she enjoys playing golf, tennis, and travelling with her family.
"Success has nothing to do with what you gain in life or accomplish for yourself. It's what you do for others." Danny Thomas