Janessa Shearman

Client Service Associate

Janessa Shearman is a Virtual Assistant at Curio Wealth, where she utilizes her specialization in account management and administrative roles to play a crucial role in ensuring smooth operations. Janessa excels in scheduling, task management, client follow-ups, and account handling, providing indispensable support to her team and clients.   

Janessa’s journey into the financial services industry was unexpected yet fulfilling. Initially serving in the military, she developed a patient mindset and learned to take things one step at a time rather than rushing. Her mantra, “Hurry up and wait,” reflects her approach, as she prioritizes quality daily. Janessa then spent a few years as a stay-at-home mom before searching for a temporary job to help her family financially. Instead, Janessa found a career in which she currently thrives.  

In her role as a Virtual Assistant, Janessa constantly employs curiosity as a tool for success. She remains open to new ideas and methods, seeking and incorporating them to increase productivity and efficiency for herself, her coworkers, and clients.  

When she’s not managing workflows at Curio Wealth, Janessa finds peace and creativity in her hobbies, including painting, baking, and homesteading. She cherishes family visits to Northern California, where the serene forests provide a perfect escape, offering tranquility and renewed perspective.   

Certifications and Education

Do you have a personal mantra by which you live? If so, why do you think it resonates with you? 

“You know the saying, ‘curiosity killed the cat’? Well, to me, curiosity is about living like there is no tomorrow! Always push yourself to learn new things and see new places. Learn how to thrive in uncomfortable situations. Curiosity might’ve killed the cat, but I bet you that cat was living its best life.”
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GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect