Shawn W Phelps, MBA

Wealth Management Advisor

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Daniel R Neary, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Daniel R Neary, CLU®, ChFC®, CFP®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
 
Michael B Cohen

Michael B Cohen

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 
Travis J. Falk, CLU<sup>®</sup>, CFP<sup>®</sup>

Travis J. Falk, CLU®, CFP®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
 
 

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