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 regarding current insurance policies or coverage
  • Quesitons regarding new insurance applications in underwriting
  • Insurance billing, service, or loans
  • Updating beneficiaries on insurance and investment accounts
  • Client account summary snapshot reports
  • Updating personal information
  • Questions regarding insurance claims

Salena is licensed in Accident/Disability, Health and Life insurances. Salena was a Financial Representative at Northwestern Mutual for two years prior to joining Brent's team in 2017. .

Personal:

Salena was born and raised in Cincinnati before attending the University of Cincinnati. 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 associate 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 personal planning analysis
  • Questions on investment paperwork
  • Updating contributions or making one-time contributions to investment accounts
  • Help processing previous employer rollovers and outside account transfers

Bridget is a CERTIFIED FINANCIAL PLANNER™, CFP® practitioner and holds the Series 7 & 63 investment licenses. She is also licensed in Accident & Health, Life, and Variable insurances. Bridget has been working on Brent's team 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

Associate Financial Representative
Office 513-759-8811

Professional:

Lisa has been working with Brent since 2016 and brings 20+ years of experience working at Northwestern Mutual for other agencies. Her primary role is working directly for Jeff Gayonski, the Managing Director of Northwestern Mutual - West Chester. However, she also serves as a back up contact to Salena Burg for Brent's insurance operations. Lisa is Series 6 & 63 licensed for investments and is Accident & Health, Life, and Variable licensed for insurance. When Salena is out of the office, Lisa can help with:

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

Personal:

Lisa grew up in Cincinnati before receiving her Bachelor of Science in Psychology from Northern Kentucky University. Lisa currently resides in Morrow, Ohio 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