GET TO KNOW US MORE

WHO WE ARE

Meet Our Team

LORNA ALLEN

Lorna Allen specializes in working with women, healthcare professionals and business owners to create effective, efficient and strategic retirement plans. She has specific knowledge and skills in retirement income planning to help people reach their financial goals.

She is excited to show people how to grow & protect their hard-earned dollars!
Lorna has earned her B.A. in Psychology from The University of Texas at Austin and an M.S. in Clinical Neuropsychology from The University of Texas at Tyler. She has also earned her MBA from Baylor University. Lorna carries a specialty designation as a Retirement Income Certified Professional and is a professional speaker. She provides educational seminars, online webinars and presentations throughout Texas related to financial matters.
Lorna enjoys volunteering on various boards and organizations and is a strong advocate for women and business owners. Currently, Lorna is a Leadership member of the Austin Chapter for the e-Women Network, the National Association of Senior Advocates, and organizes the Williamson County Healthcare Resource group. She is a past Ambassador Chair Board Member with the Texas Women in Business. Lorna is also involved with several other additional women’s groups and healthcare organizations.
When she is not spending time helping her clients protect and grow their wealth, and plan for their futures, Lorna is spending time with her family – husband John, son, Michael, her mother, sisters, nieces and nephews. Lorna also enjoys spending time with friends, travelling, reading & learning, singing, and going to different restaurants. She is a self-proclaimed lifetime learner and enjoys soaking in all the knowledge she can get!

CHRIS GADDIS

With individuals and business owners, Chris prides himself on an innovative, holistic, and personalized approach to Financial Planning. He begins every client relationship with a blank page and no preconceived notions about the outcomes.

Most importantly, his insightful, client-centric planning enhances his clients’ financial security, allowing them to focus on more essential aspects of their lives.
Chris is a multi-faceted professional who enjoys sharing his expertise, ingenuity, and talent across multiple businesses. Since his first foray into business ownership, he has developed many skills, but his passion for Financial Planning and Consulting remains at the forefront. This realization led Chris to establish Shokunin Partners.

our approach

Data Collection
Financial Analysis
Determine strengths & opportunities
Create customized solutions
Implement strategies
Monitor & measure success

WHO WE SERVE

Individuals
Families
Medical Professionals
Busy Professionals
Business Owners
Entrepreneurs

DON’T THINK, BEGIN TODAY!

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