Blackhawk Wealth Advisors is happy to introduce you to Shana Jackson!
Good Morning! My name is Shana, I am the new Business Retention & Development Specialist working with John Gardner at Blackhawk Wealth Advisors.
I have spent the last 15 years working with many Financial Advisors as an Executive Assistant and Business Manager enjoying every step of my career. I am looking forward to meeting every one of you and helping with any account requests or questions you may have.
You can reach me by email: shana@blackhawkwealthadvisors.com
Or phone Directly: 1-888-985-7526 ext. 2
I am always happy to help.
Until then, I hope you have a wonderful Monday and great rest of the week!
Blackhawk Wealth Advisors employs a collaborative, multi-generational model by using tax efficient and risk mitigation strategies to maintain your current lifestyle while meeting your long term needs and goals. BWA brings together all aspects of your financial life with the expertise of ERPE and BAM.
Blackhawk Asset Management
At BAM, we take the research we obtain from ERPE and utilize it to manage our clients’ assets. Our founder, John Gardner, CFP®, CPM®, offers high net worth investors experienced investment portfolio management based on a disciplined methodology. John is one of the nation's approximately 400 Certified Portfolio Managers and has managed billions of dollars in equity portfolios over his professional career since 1984. He has created four effective, proprietary portfolios: Thematic Growth, Strategic Income, Diversified Value, and Global Opportunity, which have helped clients prosper.
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Equity Research & Portfolio Evaluation
Equity Research & Portfolio Evaluation (ERPE) utilizes its propietary approach in analyzing investments. Its proven success researching equities is based on a blend of fundamental and technical analysis. ERPE's time-tested Top 10 Tenets guide the investment process to achieve Portfolio Optimization: This is through minimizing risk without sacrificing return.
