Our Team

Our team has over 110 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
  • Ashland University – Ashland, OH summa cum laude
  • Ashland University – Ashland, OH magna cum laude
  • Midwest Trust School, Bowling Green University – Bowling Green, OH
  • Life / Health / Accident Insurance Licenses
  • FINRA Series 6, 7, 63 & 66

Leading with integrity, enthusiasm and care.

Background & Expertise:

Shawn decided early to pursue a career focused in financial services, completing his undergrad and MBA in Finance at Ashland University. He then obtained his Trust and Estate Planning degree at Bowling Green University, where he was also an instructor.

In 1997, he started offering banking assistance to families and small business owners in his Licking County community and managed a local Trust Department four years later. Bringing his extensive knowledge to Northwestern Mutual in 2010, Shawn soon received the distinguished Million Dollar Round Table (MDRT) award and is repeatedly recognized for his leadership in central Ohio.

Professional Approach:

Shawn’s been designated as a Growth Development Director in Columbus. He continues to grow his personal planning practice while recruiting, developing and coaching new advisors toward success as they embark on their careers with Northwestern Mutual. He believes in establishing trust, planning for adversity and working with ambition.

One of his planning team’s primary goals is to collaborate with clients throughout the continuum of their lives. Each team member seeks to understand every client’s goals, asks thoughtful questions and listens intently to outline a clear path forward through all of their changing needs and circumstances, ensuring that their financial roadmap always reflects what is most important to them.

Personal Fulfillment:

The Phelps family lives in Licking County on multiple acres and raises beef cattle. Shawn’s wife, Leigh Anne, an enthusiastic Earth Science teacher, admittedly, leaves this activity to the boys, Seth and Alex, which they manage between their devotion to academics and athletics. The family loves filling their passports, traveling both in and outside the country as much as possible. Shawn believes in working and playing hard! 

 
Brandee S Wyzlic

Brandee S Wyzlic

Director of Investments and Planning
Office 614-222-6028
  • Franklin University – Columbus, Ohio
  • Life / Health Insurance Licenses
  • FINRA Series 7 & 66

Delivering technical expertise, experienced advice, and genuine attention.

Background & Expertise:

Brandee’s professional background includes over a decade of experience in financial services as well as several years of public and private sector accounting.  Her deep knowledge of financial considerations for both individuals and businesses – including retirement planning and investment tax consequence – allows Brandee to help clients manage the varying facets of their financial position.

Professional Approach:

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.

Personal Fulfillment:

Brandee and her husband, Marty, live in Upper Arlington with their three boys. There, they are active members of their church and community, school district, and various extracurricular activities for their children.

 
Lou Ann Sites

Lou Ann Sites

Investment Operations Manager
Office 614-776-0548

• The Ohio State University – Columbus, OH
• Life / Health Insurance Licenses
• FINRA Series 7, 63

Navigating investment activities.

Background & Expertise:

Lou Ann has been in the financial services industry since 1981, and joined Shawn’s team in 2020. In her role as Associate Wealth Management Advisor, she assists clients with their investments and overall relationship with the firm.

Professional Approach:

Lou Ann’s interest in investments evolved from her personal experience with successful financial planning. Empathetically relating to clients’ needs, she strives to meet and exceed their expectations. She understands the importance of teamwork in providing comprehensive customer service. 

Personal Fulfillment:

Lou Ann lives in Worthington and likes to garden, read, and cheer on the Buckeyes. She is looking forward to welcoming her first grandchild.

 
Eric S Politz

Eric S Politz

Financial Planning Coordinator
Office 614-221-5287
  • The Ohio State University – Columbus, OH
  • The Ohio State University – Columbus, OH 
  • CLU®
  • Life / Health Insurance Licenses
  • FINRA Series 6, 7 & 63

Coordinating comprehensive financial plans.

Background & Expertise:

Eric started at Northwestern Mutual in 2017 in a client services role and developed extensive knowledge in both insurance and investment operations. In 2020, he achieved the CLU® designation and is currently studying for his CFP® and ChFC®.

Professional Approach:

Eric exhibits great attention to detail and organization in his work. He makes sure that the financial plan we customize for you is implemented promptly and seamlessly and that all ongoing service and communications are done professionally and timely.

Personal Fulfillment:

Eric resides in the Short North of Columbus, OH. He spends most of his free time outdoors, either backpacking or playing Australian rules football.

 

 

 

 
Caitlin E Lane

Caitlin E Lane

Planning Assistant
Office 614-222-6024
  • Life / Health Insurance Licenses

Focusing on quality, service and value.

Background & Expertise:

Caitlin started at Northwestern Mutual in early 2017, joining Shawn’s team later that year in October. She works closely with the team to develop a customized financial plan for each client and to help ensure that all facets of a client’s planning considerations are implemented. 

Professional Approach:

Caitlin is extremely focused, organized and works diligently to deliver consistent and courteous service with the utmost professionalism.  She facilitates many of the operational roles within the team, supporting advisors throughout the financial planning process.

Personal Fulfillment:

Caitlin lives in Dublin, OH with her cat Peatri.  She loves to travel and watch sports (Go Buckeyes!).  When Caitlin’s not at the office, you’ll find her planning her next adventure or with her nose in a good book.

 

 
Rebecca S. Kittle

Rebecca S. Kittle

Marketing and Client Relations Manager
Office 614-279-8267

• The Ohio State University – Columbus, OH

Creating authentic and meaningful connections.

Background & Expertise:

Rebecca joined Shawn’s team in 2020. Prior to, she spent 12 years in the greater New York City area collaborating with finance leaders in diverse industries. In her role at Northwestern Mutual, she develops communications, strategizes marketing and engages with clients and the community.

Professional Approach:

As a natural connector, Rebecca loves building relationships in the community and welcoming new clients into the practice. Her listening ear and problem-solving abilities pair well with her considerable creativity to deliver a personalized, remarkable experience on each platform. She believes that every person deserves the freedom that an empowering financial plan can provide.

Personal Fulfillment:

Rebecca enjoys living back in her hometown of Gahanna, OH. Outside of the financial services arena, she is a certified yoga teacher and health coach who dabbles in writing, cooking, and traveling as much as possible.

 
Jeff MtCastle

Jeff MtCastle

Marketing and Client Service Associate
Office 614-881-1518
  • Life / Health Insurance Licenses

Investing in your future and your life.

Background & Expertise:

In 2016, Jeff started at Northwestern Mutual as a Financial Representative. He eventually transitioned to client service and joined Shawn’s team in March 2019. Jeff brings a unique dynamic to the team with 15 years of experience in customer service, managing retail and community initiatives. This background allows him to seamlessly transition between internal tasks and client-facing activities to ensure each person receives an exemplary level of service.

Professional Approach:

Jeff is extremely organized, prompt, and focused. He makes sure that client communications are responded to in a timely manner and supports advisors throughout the financial planning process.

Personal Fulfillment:

Jeff and his wife, Kari, reside in Grove City, OH with their daughter, Cameron. When he’s not at the office, Jeff enjoys spending time outdoors. He is an avid softball player and mountain biker. He is also immensely passionate about listening to, writing and performing music.

 
Benjamin J Pieroni

Benjamin J Pieroni

Insurance Operations Associate
Office 614-221-5287
  • The Ohio State University, Fisher College of Business – Columbus, OH
  • Life / Health Insurance Licenses

Making financial security a reality.

Background & Expertise:

Ben joined Northwestern Mutual as a college intern in 2018, where he discovered the positive impact that financial planning can have on his community. Since completing his bachelor’s degree, Ben has managed insurance operations for one of the fastest growing planning teams in the country, where he can impact the most lives daily.

Professional Approach:

Ben is a firm believer that nobody should have to lose sleep over their financial security. Using his organizational skills and industry expertise, he helps clients bring their financial plan into reality. Ben prides himself on making the client onboarding as pleasant and stress-free as possible.

Personal Fulfillment:

Ben lives in the Short North neighborhood of Columbus, OH. He’s very passionate about Boston sports, photography, and filmmaking, and outside of the office you can often find him at one of Columbus’ many festivals or exploring the city with his camera.

 

Shawn W Phelps, MBA

Wealth Management Advisor

 

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