Shawn W Phelps, MBA

Wealth Management Advisor

Staff

My Associate

Brandee S WyzlicBrandee S Wyzlic

Associate Wealth Management Advisor
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.

My Staff

 
Michelle C Mellinger

Michelle C Mellinger

Office 614-222-6024

Shelley has fourteen years of experience in the financial services industry, twelve of which have been with Northwestern Mutual. She works closely with Shawn and the team to develop a customized financial plan for each client. She is also very involved in the insurance and investment operations, and especially well versed in the various aspects of underwriting, and all client service needs. She holds her Series 6 and Series 63 securities licenses as well as her State of Ohio Life, Health, and Annuities license.  

Shelley, born and raised in Akron, is a graduate from The University of Akron.  She lives in Lewis Center with her husband Bill and their son, as well as their labrador retriever, Buckeye.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck