The Blueprint Financial Group team includes highly credentialed professionals who are experts in wealth and financial planning.
Our shared commitment to serving our clients’ best interests is at the heart of everything we do, fostering a spirit of collaboration and teamwork. Specializing in investment management, risk management, employee benefits, succession planning, and holistic financial planning, our multigenerational team will be there for you now and for years to come.
Ted Shanahan is a Wealth Management Advisor with Blueprint Financial Group, an investment and business consulting group operating within Northwestern Mutual. Ted helps businesses, individuals, and families with a variety of financial objectives ranging from Risk Management, Wealth Accumulation, Retirement Solutions, and Comprehensive Financial Planning.
Ted has been in the financial services industry since 1987 and has spent the last 24 years with Northwestern Mutual. Prior to joining Northwestern Mutual, Ted worked with Merrill Lynch as a Financial Consultant in both Albuquerque, New Mexico and McLean, Virginia. He holds a double B.A. in Economics and Sociology from the University of Richmond in Richmond, Virginia, and a Masters of Business Administration from Chaminade University in Honolulu, Hawaii, which he received after serving in the U.S. Army as an Infantry Officer.
Ted has attained a myriad of industry licenses, including the Series 7, 8, 24, 63, 66 as well as licenses in Life, Health and Annuities. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA), the American Association of Life Underwriters (AALU), the National Association of Insurance & Financial Advisors (NAIFA), and the Million Dollar Round Table (MDRT). He earned the NAIFA Quality Award each year from 2012 through 2016, and he is ranked as one of the top 10 Wealth Management Advisors of the over 6500 advisors within Northwestern Mutual.
Ted lives in Reston, Virginia with his wife Brenda, a Dermatologist at Fair Oaks Skin Care, and has two adult children—a physician daughter living in Charlottesville, Virginia, and musician son living in Nashville, Tennessee. In Ted's free time he enjoys tennis, skiing, and travel.
Danny Lee is a Wealth Management Advisor with Blueprint Financial Group. Danny assists businesses, individuals, and families with a variety of financial objectives ranging from Risk Management, Wealth Accumulation, Retirement Planning and Distribution Strategies that are part of a holistic comprehensive financial planning process.
Danny joined Northwestern Mutual in 2007 and has been in the financial services industry since 2005. Danny graduated from the University of Maryland College Park with a B.A. in Communications. Danny holds the CERTIFIED FINANCIAL PLANNER (CFP®) professional and Chartered Financial Consultant (ChFC®) designations
Danny currently resides in Reston, Virginia and enjoys taking in live concerts and traveling when he can. He is also an avid tennis player and enjoys biking.
After graduating from the University of Richmond in 1974, Don began his career in financial services in 1975 and joined Northwestern Mutual in 1979. He earned the CLU® in 1989, ChFC® in 1990 and RICP® in 2014 all from the American College. In 2000, he received his CERTIFIED FINANCIAL PLANNER™ certification and in 2006 he received his CLTC designation from the Corporation for Long-Term Care Certification. In 2020, Don received his Masters of Science in Financial Services with a Concentration in Retirement Planning from The American College of Financial Services.
Don and his team provide comprehensive fee-based financial planning services with a focus on retirement income planning because over the course of his career, he has found that one of people's greatest fears is running out of money in their old age. As a Wealth Management Adviser and with respect to Northwestern Mutual's advisory programs, he has a fiduciary responsibility to put your goals and needs first. Given that most people who live beyond age 65 will have a need at some point in their lives, he is passionate about helping families plan for the emotional and financial impact of a long-term care event. He also assists companies and employers with long-term care planning for themselves and their employees.
Don lives in Henrico County, Virginia where he spends time with his family, friends and his four-legged buddy, Boomer. In his spare time, he enjoys reading good books, sports, travelling and camping.
Harry grew up in Arlington, Virginia as 9th generation Arlingtonian. While attending the University of Virginia from 1972 to 1976, graduating With Distinction in 1976, Harry played baseball and was the Captain of the 1976 UVA baseball team. He turned down an opportunity to sign a professional baseball contract with the Kansas City Royals upon graduation from high school, opting instead to attend the University of Virginia on a football-baseball scholarship. After one year of playing both, he devoted 100% of his time on the athletic field to pursuing his dream of playing professional baseball. Disappointed in not being drafted when his playing eligibility ended, Harry began a career as a Special Agent in the summer of 1976 with Northwestern Mutual.
He has spent the past 43+ years with Northwestern Mutual and has served the company in various capacities of leadership. In 1989-1990 he served as President of the Special Agents, Inc. and in 2004-2005 he served as President of the Association of Agents where he served as Chairman of the 2005 Northwestern Mutual Annual Meeting and introduced former President George Herbert Walker Bush at that meeting.
Harry resides in McLean, Va. and is the proud father of three sons and three granddaughters. He is a member of the McLean Little League Hall of Fame for his contributions to that program and is a life and qualifying Member of the Million Dollar Round Table. He was also inducted into the Washington-Lee High School Athletic Hall of Fame in 2019. He has qualified for the industry's Million Dollar Round Table Top of the Table honors on multiple occasions. In 2015, Harry won the Northern Virginia Senior Amateur Golf Tournament.
Alex Hurtado is an Advisor with Northwestern Mutual's Blueprint Financial Group. He joined Northwestern Mutual in 2004 and his focus is helping clients with their personal planning needs.
Alex works with individuals, families, and businesses with a variety of financial objectives ranging from Financial Planning, Risk Management, Wealth Accumulation, Education Funding, and Retirement Distribution Strategies.
Prior to joining Northwestern Mutual, Alex worked with AXA Advisors through their Retirement Benefits Group (RBG) in Falls Church, Virginia, where he provided financial education and wealth management services to educators in the 403(b) marketplace.
Alex holds a Bachelor's degree in Zoology and a Master's of Science in Management from the University of Florida and holds the Series 7 General Securities, Series 66 Uniform Securities, as well as Life and Health insurance licenses. Additionally, earning a Certificate in Financial Planning from Virginia Commonwealth University.
Alex lives in Northern Virginia and in his free time enjoys participating in endurance sports, going to concerts, sporting events, and visiting family in Florida.
How can Alex help you?
- Discovering and reviewing financial goals and objectives
- Conducting annual client reviews
- Reviewing portfolios and providing market and economic updates
- Providing feedback and analysis on financial planning and performance reporting
Will joined Don's team in the fall of 2014. Will attended Hampden-Sydney College, where he graduated in 2011 earning his Bachelor of Arts in Economics with a minor in History. While at Hampden-Sydney college, he was an active member of the Kappa Alpha Order, Ducks Unlimited and was a founding member of the Academic Success House. Outside of work, Will enjoys spending time with his wife, Heather and their daughter Sutton. He currently serves on the board for WishYP Make-A-Wish of Greater Virginia and as the Corporate Chair for the Make-A-Wish Walk for Wishes. Prior to his time with Make-A-Wish he served on the board for Massey Cancer Center's Massey Alliance.
Sam is an Advisor with Northwestern Mutual’s Blueprint Financial Group and joined the practice in 2011. Sam works closely alongside clients and team members to develop, implement, and monitor the financial planning process we provide to individuals, families, and business owners.
Sam is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional focusing on the needs of our clients within the personal financial planning realm. This includes Cash Flow Planning, Retirement Planning, Retirement Distribution Strategies, Risk Planning, Education Funding and Investment Management.
Sam holds a Bachelor of Science in Finance with a concentration in Financial Planning from Virginia Tech. To further his education and development, he went on to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification as well as his Retirement Income Certified Professional® (RICP®) designation. Additionally, Sam holds the Series 6, 7, and 63 registrations as well as Life & Health Insurance licenses in the state of Virginia.
Residing in Arlington, VA, Sam enjoys his time playing golf whenever possible and attending sporting events for the Hokies, Capitals, and Nationals.
How can Sam help you?
- Discovering and reviewing financial goals and objectives
- Conducting annual client reviews
- Reviewing portfolios and providing market and economic updates
- Providing feedback and analysis on financial planning objectives
Nick has been with Northwestern Mutual since 1994. Nick's area of expertise is in business planning, where he assists organizations and businesses owners with executive benefits programs and risk management solutions. He holds a B.A. in Finance from James Madison University and received his Executive Certificate in Financial Planning from Georgetown University. Nick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and is a member of the Financial Planning Association (FPA).
Nick currently resides in Richmond, VA, with his wife, Heather, and their three children. Beyond the occasional travel destination, their family enjoys relaxation time at the lake.
Ross Berge is the Director of Retirement Plan Services for Blueprint Financial Group. He has been with Northwestern Mutual since 2009 and his expertise is in Qualified Retirement Plans.
Ross is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and works with our business clients to provide retirement plan management, investment fiduciary support and performance monitoring, plan design assistance, fee benchmarking, employee education, and retirement income preparation services.
Prior to joining Northwestern Mutual, Ross provided retirement planning services to educators and staff of public schools, colleges, universities, and nonprofit employees.
Ross received his Bachelor's degree in Business Administration from the University of Mary Washington and holds the Series 7 General Securities, Series 63 Uniform Securities, and Life and Health insurance licenses. He earned the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning and received a Certificate in Financial Planning from Georgetown University's School of Continuing Studies before passing the CFP® exam. Additionally, Ross is a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA).
Andre Boorady brings over a decade of experience in the retirement plan business, and has worked on the recordkeeping, administration, and payroll side of the industry, giving him a broad perspective to bring to the plan sponsor’s experience.
Andre’s primary responsibilities are on client relationship development, focusing in the closely held business market to deliver retirement plan consulting services. Specifically, he works with our business clients, providing retirement plan process management, plan design assistance, investment support and performance monitoring, fee benchmarking, employee education, and retirement income preparation services.
Andre earned his Bachelor of Science degree from SUNY at Fredonia. He holds FINRA series registrations 6 and 63 in addition to life and health insurance licenses. Additionally, Andre was recognized by the National Association of Plan Advisors (NAPA) receiving an industry accolade given to the top 7% to acknowledge the contributions of the professionals who provide information, tools, and other support to retirement plans.
Andre lives in Fairfax, VA and enjoys spending time with friends and family, traveling, and all things exercise.
I started working for Northwestern Mutual as an Atlanta-based Associate Financial Representative in 2012. While at Northwestern Mutual in Atlanta, I obtained insurance licenses in many states and FINRA Series 7 and Series 66 registrations. Since then, I opened my own Northwestern Mutual practice in Western Kentucky and began to serve a nationwide client base as my husband’s academic career progressed.
After transitioning my Northwestern Mutual practice to Northeast Ohio in 2017, my husband was confirmed to the US Court of Federal Claims and we began the transition to the DC-Metro area. After considering all opportunities available to my clients from a larger financial office, in 2019, I joined my personal practice with Blueprint Financial Group to better serve clients long term and pivot my focus to Retirement Planning Specialist. We are now very excited to call Virginia our forever home!
I was raised in the Peach State of Georgia and attended the University of West Georgia on a full cross-country athletic scholarship. In addition to my commitment to helping our clients achieve their financial goals, I am passionate about serving at my church and volunteering in the community. In my spare time, I enjoy traveling with my husband Ryan, our son Harvey (born 2017) and daughter Harper (born 2019), decorating our home, cooking, and enjoying the countless events and museums in the DC area.
Prior to joining Northwestern Mutual in the summer of 2014, Zee worked for Blisk Financial Group as the Director of Client Services. With over 8 years in the financial services industry, Zee works closely with our team of advisors to prepare financial plans and analyses for our clients. She is also involved in the processes and procedures related to the managing of client accounts, insurance policies, and maintenance of client records. She was born and raised in Istanbul, Turkey, and came to the United States to further her education. Zee received her BA degree from Strayer University with a focus in marketing.
Zee is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds her Series 7, and 63 licenses along with her Life & Health Insurance license in the State of Virginia.
How can Zee help you?
- Financial planning questions
- Account information
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Blake joined Northwestern Mutual in September 2006 and has held various roles at both the Advisor and Agency levels. Prior to his time with Northwestern Mutual, he was a Financial Advisor with Ameriprise Financial. He holds a B.A. in Economics from Virginia Tech, an Executive Certificate in Financial Planning from Georgetown University and the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. He is Life & Health, Series 7 and Series 66 licensed.
Blake currently resides in Alexandria with his wife, 9-year-old daughter, Adelyn, 7-year-old son, Bennett, and his 2 dogs, Simon and Licia. In his free time, he enjoys doing home renovations, playing any sport, and volunteering for various organizations.
Chris joined Don's team in the fall of 2017. Chris graduated from James Madison University in 2016 earning his Bachelor of Business Administration in Finance. While at JMU, Chris played on their Division I Varsity Men's Golf Team and served as a captain his senior year. Currently, Chris is a board member for the Griffin Clark Memorial Golf Tournament which helps to raise money for golf student athletes. Outside of work, he enjoys playing golf, exercising, and spending time with his family in the Richmond area.
Prior to joining Blueprint Financial Group in 2018, Tom spent 8 years working within the Northwestern Mutual system for Pioneer Financial, a highly successful financial planning group in New York City. With Blueprint, Tom works closely with our advisors and representatives to analyze the financial situations of our clients and prepare financial plans.
Tom currently holds his Series 7 and 63 securities licenses, as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. Tom was born and raised on Long Island, and attended the University of Connecticut, where he received a Bachelor of Science in Business Administration with a major in finance and a minor in psychology. In his spare time, Tom writes about mixed martial arts, and currently resides in Silver Spring, Maryland with his wife Meg and their delightful cats, Frankie and Harry.
Robert graduated from Virginia Commonwealth University in 2011 with a B.S. in Economics. Robert joined Northwestern Mutual in 2013 and has held various agency roles in Investment Operations and Supervision. Robert holds various professional licenses including the Series 7, 66, 9, 10, and has his Certified In Long Term Care (CLTC) designation.
Robert resides in Richmond with his wife Allison, a physician at Virginia Women’s Center, and Boston Terrier Louie. In Robert’s free time he enjoys golfing, bowling, spikeball, reading, consumer technology, and cooking.
Mehreen Hasan is a Financial Planning Analyst at Northwestern Mutual.
Mehreen joined the company in 2015. She received a Bachelor of Arts degree in Economics and Communications from Salisbury University. Prior to joining Northwestern Mutual, she began working for Ameriprise Financial Services in the investment management/financial analysis field and obtained her Series 7 General Securities license. At Northwestern Mutual, she was able to obtain her Life and Health insurance licenses which gave her the ability to focus on overall financial planning for the client. She also passed her Series 63 Exam which qualifies her to be fully licensed within Northwestern Mutual Investment Services. She received her Chartered Retirement Plan Specialist (CRPS) designation in 2018 which has allowed her to gain further knowledge in the field.
Mehreen focuses on Qualified Retirement Plans Analysis within the investment management field. She is involved in client management, analyzing financial information including plan design, economic developments and benchmarking analysis, investment performance reporting, investment education and financial consultation to clients.
Mehreen lives in Arlington, VA and enjoys the outdoors in her free time.
Hunter Looney is a Retirement Plan Service Representative at Northwestern Mutual.
Hunter joined the company in 2019. He received a Bachelor of Arts degree in Information Technology from Furman University. Prior to joining Northwestern Mutual, he began working for Morgan Stanley as a Financial Planner and obtained his Series 7 General Securities license, his Series 66 Uniform Combined State Law license, and Life and Health insurance licenses. This gave Hunter the ability to provide a wide range of advice.
Hunter specializes in qualified retirement plans. He is focused on client support, investment analysis, performance reporting, benchmarking analysis, and plan design.
Hunter lives in Rockville, MD and enjoys spending time with his friends and family, traveling, and spending time outdoors.
Jana has been with Northwestern Mutual since 2007. She holds a Life & Health insurance license as well as Series 6 & 63 and Series 7 licenses. In 2013, she earned her CLTC designation. Her focus is on servicing clients’ life, disability and long-term care accounts and on guiding clients through underwriting process.
Jana was born and raised in the Czech Republic. She holds a Bachelor of Arts degree in Education. She resides in Reston, VA. In her free time, she enjoys spending time outdoors, spending time with her friends and volunteering for Veterans Moving Forward, a nonprofit organization that raises and provides service dogs for veterans with physical and/or mental health challenges.
A Richmond native, Kelly is a graduate of Virginia Tech and holds a Master’s degree in Business Administration. After a varied career including theater costume production, wedding coordinator, and over a decade as an operations specialist and training coordinator for a national retail store, she began with Northwestern Mutual in 2010 and joined Don’s team in 2014. She is fully licensed in life, health, and long-term care. She is an active member at her church, lover of college football (Go Hokies!), and a voracious reader. Kelly enjoys volunteering her time with various Richmond theater groups, assisting the costume director with her church’s annual Broadway-style Christmas production, helping with the church children’s choir, and working with several area children’s organizations. When she can find a few hours, she enjoys trying new recipes on unsuspecting friends, stunt kite flying, and teaching her niece and nephew how to best their father at board games.
Vicky has been with Northwestern Mutual since late 2016. Since then she has obtained her Life & Health and Annuities License. She assists our financial representatives on the risk management side. She holds a Bachelor of Arts Degree in Psychology with a concentration in Industries and Organizations from George Mason University. Vicky currently resides in Alexandria, Virginia and enjoys playing with her dog in her free time.
Lisa joined Northwestern Mutual ’s Reston office in 2016 as an Associate Financial Representative in Marketing and Client Services. She has a strong background in business as a former business owner and partner. Lisa holds a VA license in Health, Life and Annuities. She serves as the executive assistant to Edward Shanahan as well as oversees our team’s technology and marketing departments. Lisa is our client liaison specialist, assisting in scheduling appointments and connecting clients with the appropriate team member. A native of VA she enjoys time with her family, sports, travel and working with charities.
In 2018, Heather joined Don's team as Marketing and Client Relations Manager. Heather gained several years of experience with Northwestern Mutual and financial marketing when she worked with The Todd Organization from 1998-2005, as Director of Marketing in the corporate market with qualified and nonqualified plans. She has her Life, Health, and Annuities License.
Heather graduated from Virginia Commonwealth University with a Bachelor of Arts degree in Political Science and History. Heather's time outside of the office is spent raising her two children and volunteering in various ways at their school. She enjoys practicing yoga, hiking, and traveling.
A graduate of Wilkes University in Pennsylvania, Mary Ann began her career with Northwestern Mutual in 1978 and joined Don’s team in 1999. She divides her time daily between the Network Office where she is the Contract and License Coordinator and Don’s office where she provides support to clients needing assistance with their insurance policies. Mary Ann enjoys walking, hiking and square dancing.
Joy joined Northwestern Mutual’s Reston office in 2021 as a Client Services Associate. She is responsible for connecting clients with our financial representatives and provides support for the team. Previously, Joy spent 20 years working for Kay Jewelers, serving the greater DC metro area.
Joy was born and partly raised in the Philippines before migrating to the US in 1995. Joy graduated from University of Maryland College Park with a Bachelor of Science degree in both Business Management and Marketing. Joy currently resides in Murfreesboro, TN with her husband, and 2 children. They try to visit a new country every other year and she is passionate about getting people into Zumba.