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Shanna Wurth

Shanna Wurth

Director of Operations

Shanna Wurth has over 25 years of experience in the insurance and financial services industry. As Director of Operations she is responsible for the processing and servicing of all lines of business including investments, annuities, and individual long term care, life and disability insurance. Shanna is also in charge of client servicing, new business implementation and operations.

Shanna is one of the best in the industry, taking pride in providing extraordinary, concierge services to our client community. Her passion is go the extra mile to make sure that their experience far exceeds their expectations. She is willing to put in the time to make sure that our clients’ first experience with our firm sets the stage for a satisfying, lifetime relationship. She accomplishes this through her tireless development and constant improving of systems and procedures that relieve our clients of the day to day burden of managing their business with our firm. Our clients often comment that she makes them feel “as though they are the only client” we have.

Shanna and her husband Garry live in Farmingdale with their three children, Nicole, Kasey and Kristian.