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Our Team – Naomi


Naomi Shumate

Financial Professional

Naomi is a financial professional who places her clients’ needs at the forefront of her work. Her focus is on serving public employees, helping them achieve their financial goals while prioritizing the importance of family in their future plans.

With 15 years of experience in education, Naomi has worked in various positions as a student mentor, teacher, and administrator. Her background in education allows her to understand the unique needs of clients within school districts, and she is dedicated to building relationships with each client to tailor her services to their specific requirements.

Naomi is known for her compassion and reliability in addressing the daily needs of her clients. She remains active in the education field, even as a substitute teacher, to stay updated on the latest trends and technologies. Naomi earned her education coursework credentials from Mt. San Antonio College and the University of La Verne.

When she’s not serving clients at Forthright, Naomi spends time with her family, including her husband and two boys, who are close in age. They are also proud fur parents to a unique dwarf Malamute Husky named Evie Rose. Naomi is family-oriented and actively involved in her community church, where she enjoys mentoring those around her.

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