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 been with Northwestern Mutual since 2013. He 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 hunting, fishing, and in general being outdoors with his wife Marissa Sheely, CPA® and their dogs Rocky & Meek.
Tom graduated from MSU–Mankato with a B.S. in Financial Planning & Insurance. Tom is a registered CERTIFIED FINANCIAL PLANNER ®, a Wealth Management Certified Professional ®, a Chartered Financial Consultant ®, holds his FINRA Series 7, Series 63, & Series 6 securities licenses. He also maintains a Life, Health, Long Term Care, and Annuity state licenses.
