Shawn W Phelps, MBA

Wealth Management Advisor

My Team

 
Phelps 2018 Team
 

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.

 
Caitlin E Lane

Caitlin E Lane

Director of Client Services
Office 614-222-6024


 
Patricia S Hill

Patricia S Hill

Administrative Assistant

Patty joined our team in 2018 as an administrative assistant. Patty brings more than 20 years of experience in the customer service arena including scheduling, marketing, client care, and a variety of administrative duties. She is committed to excellence in service and takes pride in solidifying genuine client relationships.

Patty, along with her husband of 36 years reside in Newark, Ohio. They have 3 adult children and 3 grandchildren. They enjoy spending time with their grandchildren in their spare time, and are active in both their church and community.

 
 

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