Shawna Hubertz

Client Relations Specialist

Hello, I’m Shawna.

My job is all about making sure your experience with us is smooth and valuable. I'm here to listen and offer personalized support every step of the way. I’m dedicated to making your time with Summit Retirement Advisors as helpful and enjoyable as possible. The values I find most important are faith, friendships, honesty, and loyalty.

“If you have some respect for people as they are, you can be more effective in helping them become better than they are.”

–John. W. Gardner

My History with Summit

With 44 years of experience in clerical work, I spent many years at a local law office, developing my skills in client relations and attention to detail. Over a decade ago, I found a place at Summit. My proactive communication style keeps clients and staff in the loop, and my knack for calendar management ensures everything runs smoothly. I make it a point to learn new things and improve my skills daily.

I’m inspired by …

The opportunity to build close-knit client relationships.

I recently achieved the goal of …

Learning a new position as bookkeeper.

My Approach + Philosophy

My professional philosophy is simple: treat everyone with respect, just as I'd like to be treated. I'm known for my attention to detail and ensuring our clients' needs are met promptly. Throughout my career, I’ve always enjoyed talking with people, solving problems, and building client relationships. I look forward to bringing care to your experience with us!

Life Outside of Work

My hobbies include watching my grandchildren grow and learn, cooking, sewing, quilting, cross stitching, and watching sports, like basketball, football, and baseball.