Shani Crookshanks

Based in Visalia, California for more than 40 years, my clients have become integral members of my team's professional family. We work with a diverse clientele of hardworking individuals who understand the importance of planning and working with the right wealth advisor throughout all stages of their lives. Whether they are in the accumulation phase and just getting started, in the prime of their earning years, or looking for ideas on how to preserve their estate or pass on a legacy, my goal is to take care of all their financial tasks and keep them well informed so that they can concentrate on their business and personal interests.

On any given day, I believe there’s tremendous value in what my team does – whether we sit with a widow and help organize paperwork or deliver enlightened perspectives on optimizing wealth to active and retired farmers, business owners, entrepreneurs, physicians, attorneys, and other professionals who have sacrificed and saved. We’re deeply entrenched in their lives – from milestones and triumphs to difficulties and challenges. I feel that they recognize that we care deeply about them, with a commitment to providing a superior level of service to every relationship, and pursuing their best interest with a rigor and reliability that confirm our deep-seated passion for what we do.

Many of our team members have lived in Visalia for several decades and we have a deep commitment to our community, actively contributing to its well-being. Embracing the Merrill principle of responsible citizenship, we are actively involved with many organizations across the region.