Shawn Phelps

Shawn W Phelps

Wealth Management Advisor

  • MBA
FINRA BrokerCheck
7700 Rivers Edge Dr, Ste 200
Columbus, OH 43235
614-881-1547 Visit my website

About my practice

We become a trusted advisor to our clients through personalized planning in such a way that clients view us as unique. Within their plan, we integrate insurance products and investment strategies with an always-on service connected through a dynamic digital ecosystem.

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