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.

 

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