Stephen R Shanley, CLU®, ChFC®

Wealth Management Advisor

My Team

We take customer service very seriously.  Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


Lynn Maria Pearson

Associate Wealth Management Advisor
Office 970-926-6650

Lynn is passionate about helping our clients build and grow to achieve their financial goals. She is a valued partner who knows deeply the challenge that we all face when navigating the peaks and valleys of the financial markets. Lynn offers over twenty years of experience in the investment management industry, working in product sales and development for investment companies in New York and Chicago until ending up in the Vail Valley in 2014. She enjoys what the mountain life has to offer whether it’s fly fishing, back country skiing or exploring the hiking trails throughout our beautiful valley. 

Lynn holds Series 6, 63 and 7 Securities Licenses and is also licensed in Life & Health Insurance.  Lynn’s undergraduate degree is in Business Management from the University of Kansas and she obtained a degree in European Union studies through the Danish Institute for Study in Copenhagen, Denmark.


Suzanne Hedrick

Office 303-758-5175

Suzi oversees our operations, client service and scheduling.  She loves providing our clients with warm, caring and kind service and our clients have learned she will do whatever it takes to get the job done.  Our clients enjoy her positive approach and her energy and committment to making our clients feel special.  Suzi attended the University of Northern Colorado and is a graduate of Northwestern Mutual's Associate Academy.

Suzi is a Colorado native and moved to the Vail area in 1988 with her husband, Ron, and daughter, Chelsea.  When Suzi isn't working, you can find her enjoying the Colorado outdoors spending time at her cabin, mountain biking and skiing.  Suzi also loves spending time with friends, family, and her dog, Gidget.  


Michele R Shanley

Director of Operations
Office 303-758-5175

With a professional background in accounting and financial planning, Shelly oversees client services and manages accounting for our firm.  Shelly's undergraduate degree is in Accounting from the University of Colorado.  Shelly obtained her CPA license in 1996 and practiced accounting in the public and private sectors for more than ten years. 

When not helping to serve our clients and advisors, Shelly enjoys her family of three active, athletic children, personal health and fitness and all of the lifestyle the Vail Valley offers!


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