I was born and raised in the Chicagoland area. My father worked for the State of Illinois for 34 years and retired at 52 in 1997. My mother was an elementary school teacher and later taught ESL at our local community college. She retired at 60. Their dedication to our family and financial future is what first inspired me to become a financial advisor.
My father was stationed at Ft. Huachuca in 1967 and loved Sierra Vista so much he called my mom and told her he was going to retire there in 30 years. She didn't believe him! Fast forward to 1996 – they bought an acre lot in Hereford up Miller Canyon. I eventually followed from Illinois and met my husband, Christopher, in 2005. We have been married 17 years and have three children. We moved from Sierra Vista in 2016 to Vail, AZ. All of our children attend school in the VUSD. My husband works for the Department of the Army on Ft Huachuca. They are my second most reason I love my job.
I began my career at Edward Jones in June 2009. I have been privileged to work for many clients in the past 13 years. Being able to help a client buy their first home, save for their child's education, retire and leave a legacy are just a few of the amazing pieces to my job. Building a lifelong relationship is another. I enjoy working with clients of all ages and all careers. My clients are the third reason I do what I do.
Claudia joined our team in 2017. She and her husband, Miguel, are native Texans who relocated to Tucson in 2013. Miguel has been a federal agent for Homeland Security since 2000. Their two children both attend the Vail school district and are active in local sports and church youth groups.
If you are looking for a team who actively listens to what is important to you and your family and why it is, we may be a good fit for each other. Let me and my administrator, Claudia Ponce de Leon, help you reach your personal goals and enjoy the journey on the way.
I look forward to meeting you,
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- LGBT Finances
- Insurance & Annuities
- Employee Stock Options
My Personal Interests
- History and Museums
- Art & Theater
- Spending Time with Family
- Culinary Arts
Phone NumberBritney T Shockley at (520) 751-8025
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 01:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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