My Team

Meet Ted Shanahan's Business Planning Team

I take customer service very seriously. So does my team. Together, we are committed to providing exceptional customer and planning services to all of our clients, specializing in the areas of Executive Benefits, Employee Benefits, Qualified Planning, and Personal Financial Planning.

I also work with a very qualified group of Northwestern Mutual Network of Specialists who are available to you, people with vast experience in areas such as disability, long-term care, estate and other planning.

If you need to schedule an appointment or request any other service, please contact my Executive Assistant, Erin Brummett at (571) 346-1251 or Erin.Brummett@nm.com. We will respond promptly.

 
Alejandro

Alejandro "Alex" Hurtado, MSM

Office 571-346-1258

Associate Wealth Management Advisor
Alex has been with Northwestern Mutual since 2004.  Alex helps our clients with their investment accounts, insurance policies and the underwriting process, and assists our financial representatives with preparation and implementation of financial solutions. He holds a Bachelor’s degree and a Master’s of Science in Management from the University of Florida.         

 

Kevin J. Hanley, CFP®

Office 571-346-1266

Associate Wealth Management Advisor
Kevin joined Northwestern Mutual in 2004.  Kevin helps our clients with their investment accounts, insurance policies and the underwriting process, and assists our financial representatives with preparation and implementation of financial solutions.  Kevin holds a Bachelor’s degree in Business Administration from Tiffin University with a concentration in International Business earned while studying at Regent’s College in London, England.  Kevin completed his professional studies at Georgetown University where he obtained his Certificate in Financial Planning.

 
Ross Berge

Ross Berge, CFP®, CRPS®

Office 571-346-1252

Retirement Plan Service/Operations Director
Ross has been with Northwestern Mutual since 2009. Ross works with business clients of all sizes on their retirement plan programs to provide assistance in the following areas: plan management, plan design, fee benchmarking, investment performance monitoring, employee education and retirement income preparation. He received his Bachelor’s degree in Business Administration from the University of Mary Washington and holds the Series 7 General Securities and Series 63 Uniform Securities licenses. Ross earned the Chartered Retirement Plans Specialist designation from the College for Financial Planning and a Certificate in Financial Planning from Georgetown University.

 

Sam Hargrave, CFP®, RICP®

Office 571-346-1262

Associate Financial Representative

Sam has been with Northwestern Mutual since January of 2011. Sam helps our clients with their investment accounts, insurance policies and the underwriting process, and assists our financial representatives with preparation and implementation of financial solutions. He received his Bachelor’s degree from Virginia Tech.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Zeynep

Zeynep "Zee" Onat, CFP®

Associate Wealth Management Advisor
Office 571-346-1267

Prior to joining Northwestern Mutual in the Summer of 2014, Zeynep worked for Blisk Financial Group and Advisory Group as Director of Client Services. With over 8 years in the financial service industry, "Zee" is involved in procedures involving client accounts, insurance policies, account processing, and maintenance of client records. She was born and raised in Istanbul, Turkey, and came to the United States to further her education. Zee received her BA degree from Strayer University with a focus in marketing.

 

 

Edward "Ted" Shanahan, MBA
Wealth Management Advisor


Blueprint Financial Group

 

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