Shawn W. Phelps
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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 with a concentration in Personal Finance from Ashland, finishing Summa Cum Laude. He then obtained his Trust and Estate Planning degree from Bowling Green University, where he later served as an instructor.
In 1997, he began offering banking assistance to families and small businesses in the Central Ohio community. He managed a local Trust Department before joining Northwestern Mutual in 2010, where he founded River Tree Wealth, serving business owners, high-net-worth families, and his community as a leader in the Private Client Group nationally.
IN THIS EPISODE YOU'LL LEARN:
- That building a strong financial foundation starts with clear goals and disciplined planning.
- How to protect your wealth and legacy through trust and estate strategies.
- Why personal finance decisions impact both short-term security and long-term growth.
- That aligning business and personal finances can maximize wealth creation.
- How to navigate complex financial choices for families and high-net-worth clients.
- Why proactive retirement and investment planning ensures peace of mind.
- That strategic guidance can transform small business growth and financial stability.
- How understanding tax implications enhances wealth preservation and growth opportunities.
- Why financial clarity empowers confident, informed decisions in every life stage.
about the show
Imagine a show that’s more than just an interview or documentary—it’s a blueprint for success, showcasing the strategies, tools, and stories from some of the most influential people in the world.
Inspired by - although not associated with - other collaboration projects, it dives deep into the minds of industry leaders, entrepreneurs, pro athletes, and business titans, extracting their secrets for success and sharing them in a way that captivates and inspires a global audience with their brand message, story and expertise.
Shawn W. Phelps will be sharing his insights, discussing his journey to success, how he built his brand, and offering a behind-the-scenes look at the keys to his success.
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