RIVER TREE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Insurance Operations Manager
Alexis started Northwestern Mutual's financial representative internship in January 2022. After graduating from The Ohio State University, she joined Northwestern Mutual full-time in June 2022 before accepting a position at River Tree. With her role, she'd dedicated to servicing client's insurance needs and helping them easily secure defensive financial planning.
Alexis resides in the Short North with her two best friends from college and enjoys finding new places in Columbus to explore. In her free time, Alexis likes to read, work out or play with her cat, Boo.
Alexis's background is in legal administration. Responsible for ensuring clients have a wonderful experience.
Alexis resides in Gahanna with her cat, Sage. Outside of work, Alexis enjoys nature walks, art, and being involved with her sorority, Sigma Gamma Rho, and giving back to the community.
Job Titles:
- Co - Founder and Private Wealth Advisor
Brandee's professional background includes over two decades of experience in financial services, including several years of public and private sector accounting. Her deep knowledge of financial considerations for both individuals and businesses - including retirement planning and investment tax consequence - allows Brandee to help clients manage the varying facets of their financial position.
Bre joined River Tree Wealth Management in October 2021, with a versatile background in financial administration and office management. Leading client services, she is a valuable communicator who is responsible for bridging interactions between our advisors and clientele as well as maintaining our client relationship management software.
Bre and her partner, Chris, enjoy traveling and camping. They love planning pet-friendly vacations and bringing their two fur babies along for travel adventures. In her free time, Bre performs in the circus arts.
Caitlin started at Northwestern Mutual in early 2017. She works closely with the team to develop a customized financial plan for each client and to help ensure that all facets of a client's planning considerations are implemented.
Caitlin lives in Dublin, OH with her cat, Peatri. She loves to travel and watch sports: Go Buckeyes! When Caitlin's not at the office, you'll find her planning her next adventure or with her nose in a good book.
Cheryl joined Northwestern Mutual as an Insurance Operations Associate in 2017. She brings over 25 years of customer service and financial service experience in a variety of industries.
Cheryl resides in Newark, Ohio with her husband, Tom, and two children Sarah and Gus. In her spare time, she enjoys golfing, watching the Columbus Blue Jackets and officiating women's lacrosse and field hockey.
Eric started at Northwestern Mutual in 2017 in a client services role. Since then, he's developed extensive knowledge in financial planning, insurance, and investments. In 2020, Eric became a CERTIFIED FINANCIAL PLANNER™professional (CFP®). From 2020 through 2023 he also pursued education at the American College of Financial Services and earned six additional professional designations. He strives to equip himself with expertise to service any nuanced planning circumstance a client may encounter.
Eric resides in the Short North of Columbus, OH. He spends most of his free time outdoors, either backpacking, trail running, or playing Australian rules football.
Job Titles:
- Associate Private Wealth Advisor
Jackson graduated with a finance degree and is a level II CFA candidate. He services the firm's existing clients, advises his own personal clients, and performs investment and portfolio analysis.
Jackson resides in Dublin, OH. When he is not in the office you can find Jackson on a golf course, watching sports or traveling with friends.
Job Titles:
- Director of Operations & Development
Julie started at Northwestern Mutual in 2021 as Practice Manager for Matthew Beeghley. Julie has worked previously in retail banking and within the private and commercial lending industry. Julie works with the team to balance clients' needs with operational requirements.
Julie lives in downtown Columbus with her husband Matt and their retired racing Greyhound, Minnie. She enjoys spending time in the garden and hiking at any one of the numerous Columbus Metro Parks.
Job Titles:
- Partner and Private Wealth Advisor
Justin joined Northwestern Mutual in 2016, after serving 11 years in education. As an advisor, he takes an educational approach in developing and implementing strategic financial planning for new and existing clients.
In 2012, while attending The Ohio State University, Fisher College of Business, Kayla discovered the financial planning internship Northwestern Mutual offered and thought it would be fun to try for a summer. After that summer and seeing the impact she could make in the community, and the enjoyment she could have while doing it, she made the decision to build her practice full time after graduating in 2013. Since then, she has pursued higher education and designations to make sure she can make as much impact for her clients as humanly possible.
Kayla and her corgi, Rory, reside in Columbus. Most weekends though, you can find her somewhere outside of Columbus working with cattle. Kayla was raised on a purebred Angus seedstock farm in eastern Ohio. She still owns, shows, and sells cattle, and helps family and friends with maintenance, shows, and sales across the state and country. In addition, she loves to attend concerts, dabble in photography, and tell anyone who will listen, how perfect Rory the Corgi is.
Job Titles:
- Associate
- Financial Advisor
Kyle has a decade of diverse experience in the financial and insurance planning industries servicing charitably inclined and affluent business owners, families, and retirees. He strives to help bring client's dreams to life. He takes responsibility to ensure clients experience a seamless transition from planning to implementation and cultivate organic relationships.
Kyle and his wife have three children. In his free time, he enjoys boating, riding jet skis, and good company be it over dinner or a game of cards.
Leah joined NM in August of 2021 as a marketing intern and moved to a full-time marketing assistant in 2022 following her Graduation from The Ohio State University in May.
Leah still currently resides in Columbus with her pup, Zuko. Outside of the office, she enjoys museums, fashion, reading, and art.
Lou Ann has been in the financial services industry since 1981 and joined Northwestern Mutual in 2020. In her role as Associate Wealth Management Advisor, she assists clients with their investments and overall relationship with the firm.
Lou Ann lives in Worthington and enjoys spending time with her new granddaughter. She likes to garden, read, and cheer on the Buckeyes.
Matt started his practice at Northwestern Mutual in 2010 after working in banking and bookkeeping for six years and completing his MBA. Building upon this experience - first working for large banks, then starting a bookkeeping practice serving small businesses - he continued to expand as a firm that primarily serves business owners, corporate managers, and medical professionals.
Matt lives with his wife, Julie, in the German Village neighborhood of Columbus, OH. Outside of work, he enjoys playing and watching Australian football and soccer. He is a decade-plus member and past Treasurer of Columbus Australian Rules Football Club. Julie and Matt also enjoy hiking, working on their yard and garden, and attempting to keep up with their Greyhound rescue, Minnie.
Rebecca joined Northwestern Mutual in February 2020. Prior to, she spent 12 years in the greater New York City area collaborating with finance leaders in diverse industries. In her role, she leads marketing and communication strategies, champions team culture, and engages with the community.
Rebecca's a massive wellness enthusiast who also enjoys fiddling and traveling as much as possible. She lives in Clintonville, Ohio and supports animal rescue.
Job Titles:
- Founder and Private Wealth Advisor
Early in his career, Shawn found his motivation rooted in the financial services industry. He graduated Magna Cum Laude from Ashland University with a Bachelor of Business Administration and Political Science, and later received his MBA concentrated in personal Finance from Ashland, finishing Summa Cum Laude. He then obtained his Trust and Estate Planning degree at Bowling Green University, where he was later an instructor.
Job Titles:
- Investment Operations Manager
Tammy has over two decades of experience serving individuals and businesses in the financial services industry. Her background provides her with the advanced skillset to service clients within the areas of investing, banking, and risk management. She joined Northwestern Mutual in 2022 to better utilize her knowledge and add value to clients and the firm.
Tammy and her husband are empty nesters. They love family time spent with their adult children and grandchildren. Tammy spends a lot of her time riding her horse, Wilbur, locally and across the states with friends.
Tina joined Northwestern Mutual in 2021. She has a background in business and sales, with a strong focus on customer service. As an entrepreneur for many years, she understands the importance of relationship building, being resourceful and the risks associated with operating your own business.
Tina is the proud mom of two sons, Ryan and Jack. In her free time, she enjoys working out, travel, walking with friends and outdoor adventures like kayaking, ziplining and ropes courses.