Shannon Ouellette

Suzanne joined our team in 2014. In her role as an Associate Wealth Management Advisor, Suzanne helps to develop personalized financial plans for our clients. She also provides support to the team through investment analysis, portfolio review, and client account managment.

Suzanne holds an MBA from the Sloan School of Management at MIT. Prior to entering the financial services field, Suzanne worked in corporate finance.  Suzanne became a CERTIFIED FINANCIAL PLANNER™ Professional in 2016.

Erin joined our team in 2016. In her role as an Associate Financial Representative, Erin handles all aspects of client account service, including scheduling, insurance, and investment service and support.

Erin holds a B.A. from Worcester State University in Business/Accounting. Prior to joining the team, Erin worked as an accountant in the health care field.

Erin is married to Pete and has two children, Camden and Kendall.  She and her family are very active in the local sports scene.

Jenn began her career as an Associate Financial Representative with Northwestern Mutual from 2006-2015.  She took a brief hiatus to work as a Registered Client Service Associate at Morgan Stanley, where she obtained her Series 7, 66 and 31 securities registrations, and rejoined Northwestern Mutual in January 2018.  Jenn joined Shannon’s team in May 2022 and specializes in building personalized financial plans and insurance analyses.  Her goal is to help you feel comfortable with your financial plan along with the recommendations we provide.

Current licenses: FINRA Series 7, 66, Massachusetts Life and Massachusetts Health.

Jenn lives in Weymouth, MA with her husband Aaron and their fur babies.  Aside from spending time with family and friends, Jenn enjoys kickboxing, kayaking, cooking and a good cup of coffee.

Kelly has been with Northwestern Mutual as an advisor since 2017. She has spent her time here working with clients to craft their financial plans and has helped hundreds of families on their journey to financial security. From young families just beginning their financial journey, to distribution planning for retirees- she brings a breadth of experience to serve our clients well.

Kelly graduated from the University of Tennessee with degrees in Finance and Accounting. She holds her series 6 and 63 investment licenses, along with Life, Health, and Long-Term Care insurance licenses. She is currently pursuing her Series 7 investment license.

She lives in Nashville, Tennessee with her husband Zach, and their two young daughters- Hadley and Ensley. Kelly enjoys golfing, cooking, cheering on the local sports teams, and being outdoors-usually at the lake with family and friends!