David Shuley was born in Seattle, but spent the latter part of his childhood in Utah where he learned to love the great outdoors.
Upon graduating high school, David served a 2-year mission in San Antonio, TX where he could share his beliefs with others
while learning the value of leadership that he applies to his life still today. After his mission, David returned to
Utah to study History at Brigham Young University. Once he graduated in 1993, David moved to Cincinnati, Ohio and started
his financial services practice at Northwestern Mutual. Early in his career David earned his CFP Certification and his
CLU designation. Through his time with Northwestern Mutual he has enjoyed helping his clients reach their goals and aspirations.
David and his wife, Tonya, currently live in Fort Thomas, KY. They have four children: Ethan, Blake, Brooke, and Grace. You
will find David doing many different things outside of the office; but one thing is certain, whatever he is doing will
fall in line with his values of family, faith and exercise.
"My goal is to have my family be a forever family. We are truly living and sharing in our faith together. Whether
it be through our church, our passion for a healthy lifestyle or traveling the world; we are creating wonderful memories."
Geoff Stevens grew up in Centerville, Ohio. Upon high school graduation, he spent 2 years in Sao Paolo, Brazil on a mission
trip before going to college. When Geoff returned, he got to work on obtaining a degree from Wright State University
where he also earned his MBA. Geoff joined Northwestern Mutual with a great start; early in his career he became a CFP
Professional to be able to provide the best advice for his clients to get where they want to be.
Family and mission seem to be themes in Geoff’s life. When he is not diving into a financial plan and advocating for his
clients, he is likely spending time with his wife, Casey and their children: Taden, Madelyn, and Nolan.
"I love hanging out with my wife and kids. I could literally spend every minute with them and be as far from boredom
as possible. They might get sick of me, but it would be my dream come true."
Outside of his family time, Geoff is an avid and talented golfer. With a past collegiate and professional career, one of
Geoff’s dreams is to drive his game back to its peak and play in a PGA tour event.
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 one granddaughter. Outside of the office, Joanna enjoys working with the Women’s Organization through
her church and spending time with her family.
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 two 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.
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.
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.
At the Shuley Stevens Group, 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.
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 David Shuley and Northwestern Mutual in 2008. While working with David, 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.
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 amazing supporter, Zachary and their baby, 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, Apollo, 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.