Team Members

Our team has over fifty combined years of experience with helping clients achieve their financial goals.  We pride ourselves in our approach to planning, our ability to determine and implement the most appropriate solutions to our clients, and our own personal commitment to those we are privileged to serve. We have a sincere passion for the work we do and are grateful for the ongoing relationships we continue to grow.

Shawn W Phelps

Shawn W Phelps, MBA

Wealth Management Advisor
Office 614-881-1547

Shawn graduated Magna Cum Laude from Ashland University with a Bachelors of Business Administration and Political Science. He later graduated Summa Cum Laude from Ashland University with a Masters of Business Administration with a concentration in Personal Finance. Shawn obtained his Trust and Estate Planning Degree from Midwest Trust School at Bowling Green University, where he was later an instructor.

Shawn started in banking in 1997 by helping families and small business owners in and around Licking County. In 2001 he began managing a local Trust Department in Zanesville and brings to Northwestern Mutual his knowledge of managing personal finances for families and businesses in and around the area.

Shawn has been awarded the distinguished Million Dollar Round Table (MDRT) award since 2011 and continues to grow his personal planning practice as well as helping business owners plan around their businesses.

Shawn has also been recognized for his leadership within the Central Ohio area and has been named a Growth Development Director within Northwestern Mutual. As a Director, Shawn is growing a team of new advisors within his team by recruiting and coaching these colleagues as they begin their careers with Northwestern Mutual.

Shawn also won 2015 and 2016 Financial Representative of the Year from the Kemelgor Network Office for his outstanding growth in his practice through all of the help of his team, and through the loyalty of his clients.

Shawn believes in working hard and playing hard!  This is also true for his wife, Leigh Anne, and their boys, Seth and Alex.  Leigh Anne is an earth science teacher in Licking Valley, having spent nearly two decades helping students get excited about the world in which we live.  The boys are extremely active in school – in both academics and athletics.  In addition to being committed members a local renaissance program that encourages other students to achieve goals, the boys are strong and prideful teammates in their middle and high school baseball and football teams.

Uniquely, the Phelps family lives on multiple acres where they raise beef cattle.  Leigh Anne, admittedly, leaves this activity to the boys.

When the calendar allows, the entire family loves to travel both in and outside this country and have high hopes to continue to fill their passports!

Brandee S Wyzlic

Brandee S Wyzlic

Associate Wealth Management Advisor
Office 614-222-6028

Brandee has over 15 years of experience in financial services.  She offers highly developed technical expertise while remaining focused on the client relationship.  Well versed in the investment and risk management environments, Brandee concentrates on providing appropriate and relevant solutions in order to deliver comprehensive financial planning advice.

Brandee’s professional background also includes several years of accounting experience, both in the public and private sectors.  Her experience with varying tax considerations for individuals and businesses - including retirement planning and investment tax consequence - have allowed Brandee to help clients manage the impact of taxes.

Brandee holds her Series 7 and Series 66 securities licenses, as well as her State of Ohio Life, Health, and Annuities license. 

Brandee and her husband Marty have 3 boys and live in Upper Arlington where they are active members of their community, school district, and varying extra-curricular activities for their children.

Caitlin E Lane

Caitlin E Lane

Director of Client Services
Office 614-222-6024

Caitlin joined our team in the fall of 2017, bringing 13 years of customer service experience with her.  She works closely with the team to develop a customized financial plan for each client, and to help ensure all facets of our client’s planning considerations are implemented.  She facilitates many of the operational roles within the team, and works diligently to deliver consistent and courteous service with the utmost professionalism.

Caitlin’s experience in customer service through community programs throughout her career have cemented her work ethic, and represent her genuine interest and care for clients.

Caitlin lives in Dublin, and holds her State of Ohio Life and Health license.


Jeff MtCastle

Jeff MtCastle

Associate Financial Representative
Office 614-279-8267

Jeff joined our team in March of 2019. With more than 15 years in customer service experience and 3 years in financial services at Northwestern Mutual, he brings a unique dynamic to the team. His prior management experience in retail as well as community initiatives allows him to seamlessly transition between tasks to ensure each client receives an exemplary level of service. Jeff also creates and maintains many of our marketing pieces and online content.

Jeff also holds his Ohio Life, Health and Annuities license.

Jeff lives in Grove City with his wife, Kari and their daughter, Cameron.


Shawn W Phelps, MBA

Wealth Management Advisor


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