Shawn Phelps in

Shawn Phelps

Login to view DISC.
Wealth Management Advisor at Northwestern Mutual
📍 Columbus, Ohio, United States

Shawn is a Founder and Wealth Management Advisor at Northwestern Mutuals River Tree Wealth Management, where he specializes in helping families and business owners. He previously spent 13 years managing a local Trust Department and holds an MBA from Ashland University and a degree in Trust and Estate Planning.

Residing in Licking County, Shawn is deeply involved in his community, serving on the board for The Village Network and as a committee member for the Newark Nazarene Church. He is a former college football player who now enjoys coaching youth football, traveling, and raising beef cattle with his two sons.

Unique fact: After obtaining his Trust and Estate Planning degree at Bowling Green University, Shawn later returned to the university as an instructor.

Read the full overview →
Experience
28 Years
Current Role
Wealth Management Advisor
Location
Columbus, Ohio, United States
Personality Overview

How Shawn shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Shawn cares about

Trust & Estate Planning
Holds a specialized degree from Bowling Green University and managed a Trust Department for 13 years, focusing on complex estate planning for clients.
Community Leadership
Serves as board secretary for The Village Network, a youth and family behavioral health organization, and is on the planning committee for his church.
+5 more topics Login to view topics
Career

Work history

3-2010
Wealth Management Advisor
Northwestern Mutual
5-2006 - 1-2010
Vice President & Trust Officer
Huntington National Bank
5-1997 - 5-2006
Vice President & Trust Officer
Park National Bank (Ohio)
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2004
MBA
Ashland University
1995 - 1997
Bachelors Degree
Ashland University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Shawn. Free, 10 seconds.