Brent L Shaw, CFP®, RICP®

Wealth Management Advisor

My Team

Helping you achieve your financial goals is the commitment you have from Brent and his team.  They are committed to delivering excellence in client service.  Please don't hesitate to contact Brent or any of these individuals if you have a question or a request.  They will respond promptly.

 
Salena Burg

Salena Burg

Office 513-520-7268
 
Professional:

Salena Burg is our primary team contact for all client appointments, scheduling, insurance underwriting and service related items. She also helps out in several segments of our planning process. As it relates to clients directly, Salena can help with:

  • Scheduling your next appointment with Brent
  • Questions on current insurance policies or coverage
  • Quesitons on new insurance applications in underwriting
  • Insurance billing, service, or loans
  • Updating beneficiaries on insurance and investment accounts
  • Client summary snapshot reports
  • Updating personal information

Salena is Accident & Health, Life, and Variable licensed for insurance. Salena has been working with Brent since 2017, but owned her own Northwestern Mutual insurance business for 2 years prior to joining our team.

Personal:

Salena was born and raised in Cincinnati before attending the University of Cincinnati for five years. She graduated in 2016 with a Bachelors of Business Administration in Finance, a Bachelors of Business Administration in International Business, and a Minor Certificate in Professional Sales. When Salena is not in the office, she enjoys spending time with her family, traveling, and crossing things off her bucket list.

Fun fact: Salena is totally obsessed with Christmas.

 

 

 

 
Bridget Nealis

Bridget Nealis

Investment and Planning Assistant
Office 513-759-8822
 
Professional:

Bridget Nealis is our back office investment and planning guru who is doing a lot of the legwork for what you see in your meetings with Brent. As it relates to clients directly, Bridget can help in the following capacities:

  • Updating your planning analysis
  • Questions on investment paperwork
  • Updating contributions or making one-time contributions to investment accounts

Bridget is Series 7 & 63 licensed for investments and is Accident & Health, Life, and Variable licensed for insurance. She has been working with Brent since 2015 after gaining six years of experience in the banking, insurance, and investment industries.

Personal:

Bridget grew up in the Cincinnati area and holds a Bachelor's of Business Administration degree in Finance from the University of Kentucky. When Bridget is not at the office she is outside either running with her dog or spending time with her family.

Fun fact: Bridget volunteers annually with the National Spelling Bee and you may see her on tv escorting kids on or off the stage during the event.

 

 
Lisa Begley

Lisa Begley

Insurance Operations Associate
Office 513-759-8811
 
Professional:

Lisa Begley is an absolute wealth of knowledge on the insurance side of our practice and critical to the insurance strategy and implementation after meeting with Brent. As it relates to clients directly, Lisa can help in the following ways:

  • Questions on current insurance policies or coverage
  • Applications for insurance
  • Questions regarding underwriting
  • Questions regarding claims
  • Client summary snapshot reports

Lisa is Series 6 & 63 licensed for investments and is Accident & Health, Life, and Variable licensed for insurance. Lisa has been working with Brent since 2016, but brings 20+ years of experience working at Northwestern Mutual for other agencies.

Personal:

Lisa grew up in Cincinnati before receiving her Bachelor of Science in Psychology from Northern Kentucky University. Lisa currently resides in Morrow, OH with her husband Robbie, daughters Caitlynn and Courtlynn, and son Colton. When Lisa is not in the office, she loves visiting small towns or vacationing.

Fun fact: Although Lisa likes to vacation, she is convinced that the water and the creatures who reside in the water do not like her.

 
Kevin George

Kevin George

Director of Operations
Office 513-759-8823

Professional:

Kevin George assists in running the day-to-day operations of our practice.

Kevin is Series 7 & 66 licensed for investments and is Accident & Health, Life, and Variable licensed for insurance. Kevin has been working with Brent since 2009.

Personal:

Kevin grew up in Cincinnati before attending Mount Vernon Nazarene University and receiving his Bachelors of Science in Financial Management. Kevin resides in West Chester with his wife Andrea, daughter Phoebe (March '15), and Ezekiel (April '17). When Kevin is not in the office, he is spending his time with his family or playing various competitive sports around the city.

Fun fact: Kevin purchased his first stock in 6th grade.

 
 

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