My Team
Financial Planning and Wealth Management takes expertise and experience
followed by
dedication and
discipline.
We have developed a wealth management team to help you best meet your financial goals and
objectives. The team focuses on wealth and risk management tied together in a comprehensive financial
plan.
All
members of the team share Shannon's passion and commitment to a client-focused approach.
Thomas L. Sheely, CFP®, WMCP®, ChFC®
Tom has over 7 years experience in the financial planning industry with Northwestern Mutual. Tom joined our team in Albert Lea from the Mankato office in 2015. Tom serves an important role in our investment planning think–tank, and through the entire financial planning process for clients. Outside of the office, Tom enjoys fishing, hunting, and in general being outdoors with his wife Marissa Sheely, CPA® and their samoyed dog, Rocky.
Tom graduated from MSU–Mankato with a B.S. in Financial Planning & Insurance. Tom is a registered CERTIFIED FINANCIAL PLANNER®, is a Wealth Management Certified Professional ®, holds his series 7, 63, & 6 securities licenses, and also has his Life, Health, Long Term Care, and Annuity state insurance licenses.
Brooke Gulbrandson
Brooke joined the team in May of 2018 helping with the client experience, servicing and scheduling for the wealth management team. She is excited to help with your experience in the financial planning process. Brooke graduated from Minnesota State University, Mankato with a Bachelor’s in Sport Management and minors in Business Administration as well as Marketing. Brooke enjoys spending time with her husband, Lee, and daughter, Gracyn along with playing volleyball, cooking, and decorating tasty treats.