Professional

Our mission is to inspire people to identify and achieve their personal, professional and financial goals and dreams.

We do this by meeting and speaking with our clients regularly throughout the year in order to keep up with them and their families and to be sure our team understands their changing priorities and needs.

We quantify goals together and assess progress toward those goals. We prepare a comprehensive financial plan and help our clients take action to achieve their goals.  We have learned most people don't plan to fail, they simply fail to plan. 

We deliver state-of-the-art financial planning solutions in a caring, professional and enthusiastic atmosphere. We welcome the opportunity to discuss your dreams!

Background

Steve Shanley's undergraduate degree is in business administration and journalism. He worked in the advertising and marketing business in Denver, CO before becoming director of sales and advertising for Vail and Beaver Creek Resorts, CO for ten years prior to establishing his financial practice in 1995. His experience in the investment and financial industry as a non-professional investor provides him with more than 30 years experience in the investment and insurance markets. What began as a hobby became a career when he decided to start his own financial services practice in 1995.

To enhance Steve's capacity for helping our clients reach their dreams, he has obtained the Chartered Life Underwriter (CLU®) designation and the Chartered Financial Consultant (ChFC®) designation. Steve is securities licensed and he is a Wealth Management Advisor of the Northwestern Mutual Wealth Management Company.  Steve has completed numerous certification programs in Investments, Business Insurance and Estate Planning and he is a graduate of the Career Study School at Northwestern Mutual, Milwaukee, WI.

Steve holds Series 6, 7, 26, 63 and 66 Securities Licenses and is licensed in Life and Health Insurance.

Education

  • Bachelor of Arts in Business Administration from University of Northern Colorado

Awards and Recognition

  • Million Dollar Round Table Qualifer: 1996, 2000-2003, 2006-2015
  • National Quality Award: 2000-2002, 2006-2015
  • NAIFA Quality Award: 2011-2015

Associations and Memberships

Stephen R Shanley, CLU®, ChFC®

Wealth Management Advisor

 

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