Broker Check

Building Your Roadmap to Retirement
 

Shawndi Purselley, CFP®, CDFA™

Shawndi Purselley, CFP®, CDFA™

Senior Vice President - Investments, Financial Advisor

Shawndi is the co-founder of Armstrong Purselley Wealth Management Group, operating under FFEC. She graduated from The University of North Texas Professional Development Institute and attended the College for Financial Planning. Shawndi began her career at Southwest Bank in Fort Worth and later moved to an independent financial advisory firm where she spent the next nine years. Shawndi’s financial planning experience is focused in the areas of retirement planning and wealth transfer. She and her business partner are often asked to speak to employees of large corporations regarding their company’s retirement benefits and their options at retirement. Shawndi has also written and published financial articles for several newspapers. She has served on a committee for the Financial Planning Association and has held a board position for the Dallas chapter as the education chairperson. She is a former Rotarian and was the founding President of the Women’s Division Power of Heels of the Burleson Chamber of Commerce.  Shawndi and her husband, Jimmy, live in Burleson with their three youngest children.  

 

 
 
Women and Finances - click here.
 
Divorce Services - click here.