Travis William Shultz

Wealth Management Advisor

  • Mobile 978-302-8940
  • Fax 781-224-1632

My Team

team photo

Since Travis joined Northwestern Mutual 10 years ago, his practice has grown to have over 450 clients. He's been able to learn from each and every one. Travis is grateful to work with Ashley, Betty, Katelyn, and Brittany. They are proud to serve their clients together!


 
Ashley L White

Ashley L White

Director of Operations and Client Service
Office 781-224-1632

Ashley joined Northwestern Mutual in 2014 and is the team's Financial Planning Consultant and Director of Operations. She attended University of Salem State, Salem, MA. Ashley holds her MA Life & Health Insurance licenses.

Ashley enjoys travel, exercise and spending time with family and friends. She is also Head Coach of Salem State University Women's basketball team! 

 
Elizabeth C Lee

Elizabeth C Lee

Director of Investment Operations
Office 781-224-1632

Betty joined Northwestern in the Fall of 2017. She graduated from UNC-Chapel Hill double-majoring in Biology and Art History. She holds her FINRA 6, 7, & 63 registrations, as well as Massachusetts Life and Health insurance licenses. 

In her spare time, Betty enjoys travel, food/cuisine exploration, good books (mysteries and sci-fi), and bothering her kids. She and her husband, Arnold, are Southern transplants, but count Boston as their true home.

 

Katelyn Mason

Insurance Coordinator

Katelyn joined our team early in 2021 to be our team's Insurance Underwriting Specialist. Katelyn holds her MA Life & Health Insurance licenses, as well as a degree in Liberal Arts. During her free time she enjoys all things plant-related, traveling, and spending time with family and friends. 

 

Brittany Asselin

Client Onboarding Specialist
Office 781-246-1010

Brittany joined us in the fall of 2021 to be our Investment Onboarding Specialist. She graduated from University of Massachusetts Lowell with a major in Psychology and a minor in Disability Studies. She also has her masters in School Counseling from Salem State University. Prior to joining Northwestern Mutual, she worked in special education for 10 years. In her spare time, Brittany enjoys reading, baking, and hiking with her dog, Ralph.  

 
 

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