My Team

I take customer service very seriously. So does my staff. 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.

 
Carlie Tomes

Carlie Tomes

Mobile 513-366-4582

Carlie grew up in Cincinnati, OH. She attended the University of Cincinnati to pursue a degree in International Business. This program led her to traveling abroad to learn how business works all around the world. She loves Cincinnati so much she returned with her new business and passion for helping people. This passion is what led her to Northwestern Mutual in November of 2016, where she knew she could help people reach the ultimate goal of financial stability.

As Director of New Business, Carlie gets to move clients of The Shuley Stevens Group through their first steps toward this goal. Carlie helps build a lasting relationship with our clients as she works with them through the application and underwriting process to make sure everything gets approved quickly and efficiently.

Carlie resides in Fairfield, Ohio with her son, Griffin. When she’s not in the office, Carlie’s life is consumed by her family. She loves taking Griffin to the park with their dog, on her days off. And when she finds the time, Carlie will be tucked away in her kitchen cooking up something new and different to try.

 
Christine Pratt

Christine Pratt

Director of Client Relations
Office 513-366-3696

Chrissy grew up in Fort Thomas, Kentucky. She graduated from Northern Kentucky University with a Bachelor of Arts degree in Education. She began working with Northwestern Mutual in 2008. She was able to obtain her Life and Health Licenses and became a Notary Public for the state of Ohio.

Chrissy is the Director of Marketing and Communications with The Shuley Stevens Group. Chrissy’s primary responsibilities include planning client events, office management, and marketing. Whether she is here to greet you at our office with a smile or working to plan a fun event, Chrissy will be your point of contact to ensure whatever you need handled is taken care of.

Chrissy currently lives in Mount Washington, Ohio with her husband, Chip and their daughter, Berkley. During her free time, she enjoys spending time with friends and family or watching Cincinnati Cyclones hockey games.

 
Joanna Adams

Joanna Adams

Associate Financial Advisor
Office 513-366-3620

Joanna Adams grew up in Sunny California before attending Brigham Young University in Utah. There she met her husband, graduated with a degree in Human Resource Management and eventually moved to the Cincinnati area. She put her degree to good use in managing four children. She became a certified pharmacy technician before beginning to work for David Shuley in 2013. She has obtained her Life and Health licenses as well as her Series 7 and 66.

With The Shuley Stevens Group, she manages the Client Service and Administration processes. Joanna prepares the investment paperwork and facilitates account openings, movement and service. Her attention to detail has proven her success at managing and executing the Investment process for each individual client.

With her husband Khan, she is mom to Theron, Karissa, Kegan and William and resides in Covington, KY. Two of her kids are married and she has two granddaughters. Outside of the office, Joanna enjoys working with the Women’s Organization through her church and spending time with her family.

 
Sean Murphy

Sean Murphy, CFP®

Associate Wealth Management Advisor
Office 513-366-3637

Sean Murphy grew up in Cold Spring, Kentucky. He went to Northern Kentucky University where he graduated with a degree in Finance and Accounting. Sean had his first experience with investment services when he was selected as an undergrad to help manage the Northern Kentucky University Haile Student Investment Fund. He has his Life and Health License, his Series 7 and 66, and is a Certified Financial Planner™ (CFP®).

At the Shuley Stevens Group, Sean oversees preparing retirement and investment analyses as well as helping clients with the creation of a comprehensive financial plan. He uses his extensive knowledge of investments to ensure a compatible diversification to each client’s financial plan.

Sean resides in Cold Spring, Kentucky. In his free time, Sean enjoys coaching youth sports, playing in basketball & softball leagues, and spending time with family.

 
Chloe Ford

Chloe Ford

Director of Client Services
Office 513-366-3693

Chloe was born and raised in Cincinnati, Ohio. Chloe attended Princeton High School and the University of Cincinnati, where she received a degree in Marketing and Communications. Chloe put her knowledge and expertise to use when she decided to join The Shuley Stevens Group at Northwestern Mutual.

As Director of Client Services, Chloe organizes meetings with new and current clients for three very successful Financial Representatives. She also processes insurance and investment services. Chloe is on the front end of executing a smooth process to continue to build lasting relationships with our clients.

Chloe and her husband, Cameron recently bought their home in Mason, Ohio. She has found passion in her new career and is very happy at The Shuley Stevens Group.

 
Alexander Jacob

Alexander Jacob

Associate Financial Representative
Office 513-366-3600

Alex Jacob grew up in Anderson Township, Ohio. He went to the University of Cincinnati where he graduated with a degree in Organizational Leadership and Economics. Alex developed his passion for finance after watching his father working on his own investments and investing his own money from a young age. Coupling his desire to be a “man for others” and his passion for finance, he joined the Shuley Stevens Group in 2017.  He has his Series 7 and is currently working toward becoming a CFA.

Alex prepares retirement and investment analyses as well as helping clients with the creation of a comprehensive financial plan. He uses his extensive knowledge of investments to ensure a compatible diversification to each client’s financial plan.

Alex resides with his girlfriend Shannon in Finneytown, Ohio. In his free time, Alex volunteers for the JDRF and enjoys travelling, playing in football & soccer leagues, and spending time with family and friends.

 

Will Butler, DPT

Financial Advisor

 

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