Our Team

 

I'm so fortunate to work with an expert team that cares about our clients and your family as much as I do. 

We are committed to providing exceptional client service.

 
Tracy Shackelford

Tracy Shackelford

Financial Advisor
757-476-7711

Tracy came to Northwestern Mutual having spent 20+ years in management in Atlanta, GA, Amsterdam, the Netherlands and Williamsburg. As the daughter of an entrepreneur and an RN, she is passionate about helping people. Listening to clients is crucial to establishing the trust necessary in any business relationship. It is particularly important in this business.

Tracy's role in our team of five focuses on business development and in providing clients with a personalized and solid financial plan. Most of her clients are within 15 years of retirement and we focus much of our time on retirement income strategies and the transition from working full-time and having an income, to optimizing retirement income.

Retirement is a big word and means many different things to different people. Tracy's goal is to help her clients find meaning from their retirement years, knowing that their financial strategy is a fiscally responsible one.

 
Robert Upchurch Kohn

Robert Upchurch Kohn

Office 757-476-7712

Rob Kohn joined the team of Tracy Shackelford and Harold Philipsen in 2018 as Director of Planning.  He previously led the Investment Planning Department at Northwestern Mutual's Richmond office.

With his Series 7 license, Rob works closely with our investment clients to help them implement and maintain their plan.  He also works closely with Tracy and Harold on clients' financial analyses and enjoys working directly with our clients' young adult kids, who are his peers.

Rob, his wife and dog live in Richmond.  He is a graduate of Old Dominion University but is a big University of Georgia "Dawgs" sports fan.

 
Crystal Diane Zanca

Crystal Diane Zanca

Associate Financial Representative
Office 757-476-6734

Crystal Zanca joined Tracy and Harold's team in July 2014.  She has extensive experience in high-end retail sales, which is evident in her commitment to client satisfaction.  We hear from clients all of the time about how friendly and warm Crystal is!  We hope you get to hear her laugh as it is one of the best!

She is insurance and investment licensed and implements the insurance planning that we do with clients. 

Crystal also scouts out volunteer opportunities for our team in our constant quest to support our community.  Her studies in graphics design comes in handy whenever we need anything creative in our offices.  She makes the best Halloween costumes we have ever seen!

Crystal is originally from Oklahoma,  and now lives in Toano with her husband, two children and two Toy Fox Terriers with really big names!  When she's not working, she is often running into clients at local baseball and soccer fields.

 

Katharina M Slegar

Office 757-476-6734

Katie Slegar has extensive experience working in the automobile industry in both sales and marketing. 

She manages Tracy and Harold's calendars so that they can see clients.  Katie is often the person our clients speak with when scheduling appointments.  She is also always thinking about who might find value from our planning process and wants to ensure that those individuals know about us.

A graduate of Old Dominion University, Katie is married and has two children.

 

Robin Toms Pardee

Office 757-476-6734

Robin Pardee joined our team in October 2017. 

Anyone who walks into our office is greeted by Robin's smile!  She sits out front and she runs the office, making sure that we can focus on our clients.

Robin is a graduate of East Carolina University and has lived in both the US and Europe as an Air Force daughter and mother.  She and her husband are kept busy on the weekend by the busy lives of their three children.

 

Harold H Philipsen, CFP®, ChFC®, CLU®, RICP®, AEP®

Wealth Management Advisor

 

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