Our Team

As a Wealth Management Advisor for the Northwestern Mutual Wealth Management Company, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 
Shane T. OBrien

Shane T. OBrien, CFP®, CLU®, ChFC®

Office 314-744-5236

Shane works closely with Brian and helps deliver a high level of service and planning to our clients.  Shane is responsible for in depth case analysis, portfolio construction and maintenance, client building, marketing, and overall comprehensive financial planning. He has obtained his FINRA Series 7 and 66 securities licenses, as well as life, health, long term care, and annuity licenses in Illinois and Missouri.

 

Shane attended McKendree University in Lebanon, IL.  He graduated with a BA in Sociology in 2009. He joined Northwestern Mutual in March 2014 as a financial representative then later joined forces with Brian LaValle to become the team we are today. 

 

Shane and his wife, Katie, have two children, Kaelyn and Madden.  Shane enjoys coaching football and watching his kids compete in various sports.

 

Kristin N Winberry

Communication and Marketing Assistant
Office 314-746-2856

Kristin is responsible for client communication and scheduling for existing clients.  Kristin manages Brian's calendar for client reviews and follow up appointments. She has obtained her Life, Health, Long Term Care and Annuity Licenses in Missouri.

 

Kristin attended the University of Missouri St. Louis and graduated in 2009 with a BA in Psychology.  She joined Northwestern Mutual in June 2007, and joined Brian LaValle’s team in March 2012.

 

Kristin has two kids Gavin and Gabrielle.  She enjoys spending time with family and friends and coaching her kid’s soccer team.

 

 

Brian A LaValle, CFP®, CLU®, MBA

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck