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About Shawn Greenfield

I'm a financial advisor who believes your financial strategy should reflect your values, not just your numbers. Based here in the Palouse region, I’ve built my practice around serving individuals and families who care deeply about making wise, purposeful decisions with what they've been given.

With years of experience helping clients plan for retirement, preserve wealth, and create meaningful legacies, I focus on guiding people through pivotal life transitions — especially those preparing for or enjoying retirement. My approach combines personalized advice, thoughtful tax-wise strategies, and a deep respect for each client’s story.

My wife and I absolutely love getting out and enjoying nature, and this region offers so many great opportunities to explore. I have a passion for photography, hiking new trails to scenic views, and really anything that involves being outdoors. As often as we can, we enjoy visiting our family and loved ones that are scattered both near and far. We are very active in our local church and love the community and local events that happen here on the Palouse throughout the year. On the weekends, we often find ourselves chasing down and enjoying our two sons, taking scenic drives along the beautiful, winding country roads all around us, and exploring all that our rolling his have to offer. Traveling and experiencing other cultures is also very important to our family. I’ve had the wonderful opportunity of visiting over 50 countries thus far!

Meet My Team

Northwest Pinnacle Group

Northwest Pinnacle Group

Title: Team Practice
Website: https://connect.thrivent.com/northwest-pinnacle-group

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Designations

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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