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Shana is an Associate in our firm’s Family Office Services Division. Shana worked as a Senior Accountant at Baratz & Associates, PA in public accounting before joining KB. Shana graduated from Rutgers School of Business, interned at PricewaterhouseCoopers (PWC) and started her professional career at Baker Tilly Virchow Krause, LLP. She is a CPA candidate. Shana’s tax, payroll and QuickBooks experience along with her devotion to customer service make her an excellent addition to the Family Office team. Outside of the office, Shana enjoys outdoor activities, attending live shows, trying new cuisines, and watching comedies.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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