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
Fax 614-433-9105

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.



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