MAPSTONE | VERITAS
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shana rivera, WMCP®

FINANCIAL advisor 

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​[email protected]
585.475.8407
585.292.1569 (fax)


PROFESSIONAL EXPERIENCE |

A Financial Advisor at Mapstone | Veritas since 2016.
When I decided to make a career change in 2015 to become a financial advisor, I did so with thoughtful, intentional, and careful consideration.  I was fortunate to be working with my financial advisor, who also happened to be my brother, in my early 20’s, where we built out my financial goals and aspirations. As my life went through unexpected changes, we adapted and modified my plan to allow me to stay focused on what was important.  As a detailed and organized individual, my plan painted an accurate picture of what I wanted for myself and my family.  I realized that not everyone had that same experience with their advisor, and I wanted their experience to be as meaningful as mine has been. There’s no better joy for me than to help educate and empower individuals guide them to their own financial independence.

Working alongside my brother and business partner, David Stoller, we’re able to create a welcoming, educational, and collaborative environment for our clients and prospects. 

In 2024, I earned my Wealth Management Certified Professional license, underscoring our commitment to staying current in this ever-changing industry and delivering the best service.

I grew up in Webster and now reside in Fairport with my husband, Philip, and our son Aiden.  We enjoy summers at our family cottages on Canandaigua Lake and Sodus Bay.  My hobbies include running, hiking, traveling, and spending Sundays in the kitchen making sauce or baking up something new.  I’ve been known to make several dozen different cookies around the holidays and share them with clients, family, and friends. 


EDUCATION |
  • 1995 graduate of Webster Schroeder High School
  • 1999 graduate SUNY Brockport, BS Broadcast Communications, Minor in Sociology
  • Series 7,63, 65 security registrations
  • NY Life, Accident and Health Insurances
  • Holds her WMCP® (Wealth Management Certified Professional) designation.
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PLACES TO VISIT
Still uncovering all the different sites around the country.
Where I find peace is on the water with family in Sodus and Canandaigua
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THINGS TO DO
Travel, running and the outdoors with my family and friends.
QUOTE 
"Challenges are what make life interesting and overcoming them is what makes life meaningful." Joshua J Marine 
FUN FACT
I've always wanted to attend culinary school.

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MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures:  PLEASE SEE ATTACHED 

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.

​Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-7247326.1 (11/24) (Exp. 12/28)



​​Copyright©2016 Mapstone | Veritas. All Rights Reserved.
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  • HOME
  • Our Firm
    • Leadership >
      • Craig Mapstone
      • Jeffrey Mapstone
      • Thomas Tarkowski
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
    • Financial Advisors >
      • Heather Barniak
      • Renee Orlando
      • Shana Rivera
      • Michael Tornatore
    • Research & Operations >
      • Thomas Bailey
      • Stevie Medina-Collazo
      • Jessica Eveland
      • Alex Goorman
      • William Hager
      • Abby Horst
      • Symantha Johnson
      • Jacob Lana
      • Alex Mapstone
      • Jena Sanderson
      • Dylan Stoller
      • Alex Tarkowski
    • In Our Community
    • Our Logo
    • Disclosure
  • What We Do
    • Asset Management
    • Financial & Estate Planning >
      • MV Discovery
    • Business Strategies
  • Research & Planning Tools
  • Contact
  • Client Login
    • eMoney
    • EQ Advisors
    • Fidelity Net Benefits 401k