Sheldon McGrath

Financial Advisor

1001 E Main St #3 Professional Park E, Carbondale, IL 62901

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The McGrath Team

Our team practices goal-based financial planning in the unique context of each client’s vision for the future. We recommend innovative, educated, and researched strategies tailored to your lifestyle and goals. We put our vast knowledge of insurance products and their fit for various life stages and situations to work for you. Our knowledgeable and informed approach incorporates the latest analysis and research.

Clients can lean on our team to:

Identify obstacles on client roadmaps and provide eye-opening moments
Adapt guidance as life situations and market environments change
Deliver expertise on special programs and specialty markets
Ensure a heavy bench of experts is behind portfolio strategy

We are committed to catering to individual, family, and business needs and to providing our clients with the best service possible.

Sheldon founded his financial practice at the age of 20, in the midst of the COVID-19 Pandemic, as a college intern with Northwestern Mutual. In 2021, Sheldon was recognized as the #1 intern at Northwestern Mutual nationwide out of 4,000+ interns in the program. Sheldon graduated Magna Cum Laude from Fontbonne University in St. Louis, Missouri in 2022 with a bachelor's in business administration.

Sheldon is a qualifier of the Million Dollar Round Table and has been awarded Northwestern Mutual's Life Impact Award and Pathfinder Award. Additionally, Sheldon is the #2 All-Time Pacesetter for the most successful start in the history of the Gross Network.

Sheldon met his fiancé, Charli, while she was studying Special Education at Southern Illinois University-Carbondale, and he was just beginning his full-time career (with a full head of hair) at Northwestern Mutual. They reside in Herrin, Illinois, with their three overly spoiled dogs, Malik, Smokey, and Amos. Sheldon is a born and raised St. Louis Cardinals fan and still roots passionately for the redbirds. A competitive basketball and soccer player in his college years, nowadays Sheldon enjoys hiking outdoors and spending quality time with his family. Additionally, in the summer and fall months he has begun golfing - though admittedly his contributions to the team are primarily in the clubhouse.

Nick has been with Northwestern Mutual since 2023. He started his career as a full-time associate financial representative while finishing his degree at Southeast Missouri State University in Cape Girardeau, Missouri. Nick brings extensive knowledge in developing an integrated planning approach for our clients and is well versed in both risk and investment platforms.

Whether it's at the beach, in the mountains, or hiking through the desert, when not in the office, Nick and his dog Mac spend as much time outside as possible. Nick is an avid outdoorsman and fitness fanatic who loves movies and is passionate about family.

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.