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Shauna Thomas

Shauna Thomas

Client Service Administrator

Shauna brings more than twenty years of business experience to her role as a dedicated Client Service Administrator for the Dunston Team at Moneta.

In addition to owning her own successful business, Shauna has extensive customer service experience in real estate management, trust company operations, retail management, and cost accounting.

Shauna loves building new professional and client relationships. She thrives on providing excellent customer service to Moneta clients.

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The Three Planning Arenas™ 

The Three Planning Arenas™ 

August 25, 2026

A Coordinated Approach to Personal, Business, and Estate Planning for Business Owners For many busines...

Donor Strategies for Impact 

Donor Strategies for Impact 

August 24, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 3 of 3 Some donors feel that the...

Monthly Recap – July 2026

Monthly Recap – July 2026

August 12, 2026

July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

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