Our Team

Call whenever you have a question, concern or need.

David Shuley and his team are eager to help.

 

 
Christine Pratt

Christine Pratt

Director of Marketing and Business Operations
Office 513-366-3696
Chrissy has been with The Shuley Stevens Group since 2008.  She is primarily responsible for planning client events, office management, and marketing.

Chrissy graduated from Northern Kentucky University.  She resides in Cincinnati, Ohio with her husband, Chip.  During her free time, you will usually find Chrissy jogging or training for her next race.

Please contact Chrissy with questions or for assistance with:

  • Access your online accounts with NM Connect
  • Information about upcoming client events

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Sean Murphy

Sean Murphy

Director of Financial Planning
Office 513-366-3637

Sean joined the Shuley Stevens Group in 2016. His primary responsibility is preparing and updating retirement and investment analyses.

Sean graduated Summa Cum Laude from Northern Kentucky University. He currently resides in Cold Spring, Kentucky. When he's not in the office, he can be found coaching youth sports, spending time with friends and family, or at Reds games.

Please contact Sean to:

  • Review retirement and investment plan
  • Request trades within your account
  • Retirement or investment analyses

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Joanna Adams

Joanna Adams

Director of Investment Services
Office 513-366-3620

Joanna joined The Shuley Stevens Group in 2014. She is responsible for preparing and submitting paperwork and assisting with the smooth transition of assets.

Joanna resides in Covington, Kentucky with her husband, Khan, and their four children: Theron, Karissa, Kegan, and William.  In her free time, Joanna is involved in her church work and enjoys working in her yard.

Please contact Joanna for assistance with:

  • Investment account paperwork
  • General investment account questions

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Carlie Tomes

Carlie Tomes

Director of New Business
Mobile 513-366-4582

Carlie started her career at Northwestern Mutual in 2016. She joined The Shuley Stevens Group in 2017. Her primary responsibilities are preparing applications for insurance and overseeing the underwriting process.

Carlie resides in Fairfield, Ohio with her fiance, Zachary, and son, Griffin. When she's not in the office, Carlie enjoys taking her son to the park and trying new recipes in the kitchen.

Please contact Carlie for assistance with:

  • New insurance applications
  • Scheduling of insurance medical exams
  • Insurance underwriting questions and status

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Chloe Ford

Chloe Ford

Director of Client Services
Office 513-366-3693

Chloe joined The Shuley Stevens Group in 2017. She is the primary contact for scheduling appointments or to assist clients with any servicing need within their accounts or policies.

Chloe graduated from the University of Cincinnati with a degree in Communications. She lives in Mason, Ohio with her husband, Cameron. In her free time, you will find Chloe at a sporting event or with her friends.

Please feel free to call Chloe to:

  • Schedule appointments
  • General policy service questions
  • Beneficiary/Owner/Banking changes for insurance or investment accounts

 

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David Shuley, CFP®, CLU®
Wealth Management Advisor


The Shuley Stevens Group

 

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