Shaunna M. Zoeckler, CDFA®

Senior Wealth Advisor

Scottsdale, AZ
Shaunna M. Zoeckler, CDFA®

Wealth Management
Tax Planning
Estate Planning
Financial Planning
Divorce and Dispute Resolution


Business Owners
Family Enterprise

Shaunna is a Senior Wealth Advisor and Principal at The Colony Group, providing wealth management, tax, estate, and financial planning to clients. With over 20 years of investment and operational management experience, she works with affluent families, individual clients, and business owners to set financial goals and craft portfolios to achieve them.  

Shaunna also carries a specialty designation as a Certified Divorce Financial Analyst® practitioner (CDFA®), specializing in divorce settlement analysis and guidance. 

Shaunna graduated Cum Laude from the University of Georgia and remains a Georgia girl at heart. Outside of work, she is devoted to her family, an avid gardener and often planning the next adventure. She and her husband, Jude, welcomed their precious baby girl, Zoë, in 2023.