Shawn W Phelps, MBA

Wealth Management Advisor

My Team

Team

Associates

 
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.

 
Jordan E Triance

Jordan E Triance

Associate Wealth Management Advisor
Office 614-881-1518

Jordan joined the team in March of 2019. Having experience as a financial advisor with Northwestern Mutual, Jordan brings knowledge and enthusiasm that serves as a valuable resource to our practice and for our clients. In addition to ongoing service and investment guidance, he focuses on providing forward-looking advice and direction to help our clients prepare for short term needs as well as long term goals.

When he isn't helping clients, Jordan enjoys being outdoors and is an avid skier and cyclist. He also sits on the Young Professionals Board for the American Heart Association. He resides in Dublin, OH.

Jordan holds his Series 7 and 66 securities licenses as well as an Ohio Life, Health and Annuities license.

 

 
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.

 
 

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