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TEAM
Elsie Fletcher
David McShane
Stefan Whitwell
Scott Mullen
Ashley Simpson
Difference
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Business Owners
Women: Key Facts
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The Planning Club™
Video: The Planning Club™ In Action
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FIRE: Financial Independence, Retire Early
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Stress Testing: Keeping An Eye On Risk
Investment Risk: How Much is Right?
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When
TEAM
ELSIE M. FLETCHER
CFA
®
Advisory Board Member
415-971-6671
elsie@nwpboard.com
DAVID MCSHANE
CFP
®
, CFEd
®
, AAMS
®
CEO, CCO and Co-Founder
855 255-4227 Ext. 700
dmcshane@natwp.com
STEFAN WHITWELL
CFA
®
, CIPM
®
President and Co-Founder
855-255-4227 Ext. 711
stefan@natwp.com
SCOTT MULLEN
Chief Investment Officer and Co-Founder
855-255-4227 Ext. 710
smullen@natwp.com
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