Travis William Shultz
Wealth Management Advisor|CFP®
Plan Wisely, Live Freely
My Team
Get to know my dedicated team
Since Travis joined Northwestern Mutual 11 years ago, his practice has grown to have over 600 clients. He's been able to learn from each and every one. Travis is grateful to work with Ashley, Caleb, and Katelyn. They are proud to serve their clients together!
Ashley L White
Director of Operations and Client Service
Ashley joined Northwestern Mutual in 2014 and is now the team’s Financial Planning Consultant and Director of Operations. She attended University of Salem State, Salem, MA. Ashley holds her Massachusetts Life and Health Insurance licenses. Ashley enjoys travel, exercise and spending time with family and friends. She is also Head Coach of Salem State University Women’s basketball team!
Caleb Bae
Investment Operations Associate
Caleb joined Northwestern Mutual in September 2024. Caleb graduated from Gordon College with a double major in Psychology and Christian Ministries. Following that, he studied Higher Education at Merrimack College. Prior to joining Northwestern Mutual, Caleb worked at a hi-tech company creating educational content. In his spare time, Caleb enjoys playing disc golf, coaching baseball, cooking, and adventuring with his two rescue dogs.
Katelyn Mason
Insurance Coordinator
Katelyn joined our team early in 2021 to be our team's Insurance Underwriting Specialist. Katelyn holds her MA Life & Health Insurance licenses, as well as a degree in Liberal Arts. During her free time she enjoys all things plant-related, traveling, and spending time with family and friends.Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Samuel Laorenza
CFP®, CLU®, RICP®
Disability Income Specialist
My team takes a comprehensive approach to our client's financial plans. Having expertise in retirement planning, tax efficient strategies and insurance planning, we start every relationship by listening to our client’s goals, objectives and financial concerns. We then partner together so they feel confident about their financial future and can focus on the more important aspects of their lives.
Nick Shultz
CFP®, RICP®, ChFC®, CLTC®
Life Insurance Specialist
Have you ever wondered what the best strategy is to draw down your assets in retirement when the market is down or taxes are up? We are dedicated to help you grow and protect your wealth and establish the highest likelihood of success. We create custom tailored retirement plans, apply tax efficient strategies, review employee benefits & prepare for financial freedom.