shana rivera, WMCP®

FINANCIAL advisor 

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​[email protected]
585.475.8407
585.292.1569 (fax)

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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

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