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Planning Team

Esteem Wealth Partners team standing together outside in business attire

David Shuley CFP®, CLU®, RICP®

Co-Founder and Private Wealth Advisor

Brent L. Shaw CFP®, RICP®, WMCP®

Co-Founder and Private Wealth Advisor

Geoff Stevens CFP®, MBA

Co-Founder and Private Wealth Advisor

Sean Murphy CFP®, RICP®, WMCP®, ChFC®

Partner and Private Wealth Advisor

Michael Aschbrenner

Vice President of Operations

Catherine Rose

Private Wealth Advisor

Patrick Louis CFP®

Private Wealth Advisor

Joanna Adams CFP®, RICP®

Director of Investment Services

Bridget Snell CFP®

Director of Investment Services

Richard J. Perry J.D., CIMA®

Portfolio Manager

Aaron Nickolette CFP®, MBA, ChFC®

Director of Financial Planning

Christine Pratt

Marketing and Client Relations Specialist

Robyn A Dionne

Insurance Operations Specialist

Jaymee Parker

Operations Associate