About me
I’m originally from Owego, New York, and earned my degree in Financial Planning from St. John Fisher University. My journey here began early—I started as a college intern and was honored to be recognized nationally as one of the top interns at NM. That experience cemented my passion for this profession. Right after graduation, I dove in full-time to build my practice, and I haven’t looked back since.
I believe money should be a tool that supports the life you want to live—not something that controls it. It should give you freedom, peace of mind, and the ability to focus on what truly matters. My mission is to help my clients use their money intentionally—to live stress-free today and without regret tomorrow.
I take pride in providing personalized guidance that empowers people to feel confident in their financial decisions. Whether you're starting a family, planning for retirement, navigating a demanding career or business, or just trying to make smarter financial choices, I’m here to help you build a life that’s aligned with your goals and values.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
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.
Eric D Sheldon
ChFC®, RICP®, CLU®, CLTC®
Wealth Management Advisor and Co-Founder
Our passion is working with clients to help them achieve their own version of financial security. My team and I focus on providing solutions with the highest level of service possible. We realize that every client is different because everyone's circumstances and views on financial security are different. My goal is to impact and benefit as many lives and families as possible!
Charlie Hanna Diehl
RICP®
Financial Advisor
My team and I pay detailed attention to you and your financial goals. We strive to understand and become acquainted to each individual and their future. We create strong relationships in implementing a strategic plan for long-term success. #let'steamtogetherLending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
