Who We Are

Our team has over 125 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 MBA summa cum laude
  • Ashland University – Ashland, OH BBA magna cum laude
  • Midwest Trust School, Bowling Green University – Bowling Green, OH
  • Life / Health Insurance Licenses
  • FINRA Series 7 & 66

Leading with integrity, enthusiasm and care.

Background & Expertise:

Early in his career, Shawn found his motivation rooted in the financial services industry. He graduated Magna Cum Laude from Ashland University with a Bachelors of Business Administration and Political Science, and later received his MBA concentrated in personal Finance from Ashland, finishing Summa Cum Laude. He then obtained his Trust and Estate Planning degree at Bowling Green University, where he was later an instructor. 

In 1997, he started offering banking assistance to families and small businesses in his Licking County community. He managed a local Trust Department in Zanesville for 13 years before joining Northwestern Mutual in 2010. Since 2011, Shawn's received the distinguished Million Dollar Round Table (MDRT) award and is repeatedly recognized for his leadership in central Ohio.

Professional Approach:

Shawn 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 as a Growth Development Director in Columbus. 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 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
  • University of Toledo – Toledo, Ohio 
  • 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 nearly two decades of experience in financial services, including 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 where they’re raising their boys who range from grade school to college.  In addition to actively supporting their community and their church, they enjoy traveling with family as much as possible.  Seeing how fast the kids grow has made this an even greater priority!

 
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 enjoys spending time with her new granddaughter.  She likes to garden, read, and cheer on the Buckeyes.  

 
Rebecca S. Kittle

Rebecca S. Kittle

Marketing Manager
Office 614-776-0546

• The Ohio State University – Columbus, OH

• Quantic School of Business & Technology – Executive MBA Candidate 

Creating authentic and meaningful connections.

Background & Expertise:

Rebecca joined the team in February 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:

Rebecca loves buliding relationships. Her listening ear and problem-solving pair well with her creativity to deliver a personalized experience on each channel. She believes that every person deserves freedom that an empowering financial plan can provide.

Personal Fulfillment:

Rebecca's also a health educator who dabbles in yoga, cooking, fiddling and traveling as much as possible. She resides in Clintonville, Ohio with her adopted kitty cat, Boots.

 
Eric S Politz

Eric S Politz

Operations Manager
Office 614-857-4260
  • The Ohio State University – Columbus, OH M.A. & B.S.
  • CAP®, CFP®, ChFC®, 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 his CFP®, ChFC®, and CLU® designations, and in 2021, he completed his CAP®.

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

Financial Planning Analyst
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.

 

 
Cheryl A Ahrendt

Cheryl A Ahrendt

Insurance Operations Associate
Office 740-618-7390
  • Wittenburg University – Springfield, OH
  • Life / Health Insurance Licenses

Ensuring an exceptional client experience.

Background & Expertise:

Cheryl joined Northwestern Mutual as an Agent Assistant in 2017.  She brings over 25 years of customer service and financial service experience in a variety of industries.

Professional Approach:

Cheryl is extremely organized, prompt and focused. She supports advisors throughout the entire financial planning process. 

Personal Fulfillment:

Cheryl resides in Newark, Ohio with her husband, Tom, and two children Sarah and Gus. In her spare time she enjoys golfing, watching the Columbus Blue Jackets and officiating women's lacrosse and field hockey.

 

Jackson Matheny

Financial Planning Analyst
Office 614-279-8267
  • Life / Health Insurance Licenses

Show up; follow up.

Background & Expertise:

Jackson recently graduated from Miami University with a finance degree and is currently a CFA candidate. On our team, he executes investment operations and designs detailed financial plans for our clients.

Professional Approach:

Jackson is very accountable; he applies his precision and thoughtfulness to all aspects of the work he provides. In addition, he strives to make the investment process a clear-cut, comfortable experience.

Personal Fulfillment:

Jackson resides in Dublin, OH. When he is not in the office you can find Jackson on a golf course, watching sports or traveling with friends.

 

 
Tina Westhoven

Tina Westhoven

Operations Assistant
Office 614-279-8267
  • Franklin University – Columbus, OH
  • Life / Health Insurance Licenses

Either I will find a way or make one.

Background & Expertise:

Tina joined Northwestern Mutual in 2021. She has a in background in business and sales, with a strong focus on customer service. As an entrepreneur for many years, she understands the importance of relationship building, being resourceful and the risks associated with operating your own business. 

Professional Approach:

Tina takes pride in providing excellent customer service; her goal is to make every client feel appreciated and valued as the most prized client relationship.  

Personal Fulfillment:

Tina is the proud mom of two sons, Ryan and Jack. In her free time, she enjoys working out, travel, walking with friends and outdoor adventures like kayaking, ziplining and ropes courses.

 

Shawn W Phelps, MBA
Wealth Management Advisor


River Tree Wealth Management

 

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