Shane Visnick

Background

About Shane Visnick

Guiding families, business owners, and aspiring professionals to a brighter future. As a Financial Advisor and Field Director at Northwestern Mutual, I’m dedicated to helping clients achieve financial security through tailored investment planning, risk management, and retirement strategies. My approach is personal—I take the time to see each client’s world through their eyes so that my team and I can provide guidance that resonates and supports their unique goals. Equally important to me is building a team of driven individuals who are eager to make an impact. Recruiting and mentoring talented professionals into this career is a privilege, and I’m passionate about sharing the opportunities and rewards of a financial services career with others. Our services include holistic financial planning, including retirement planning, income-oriented strategies, risk management and tax-efficient solutions, among others. Whether you need help with annuities, life insurance, 401(k) rollovers, college savings, or just an overall financial review, my team and I will be happy to provide personalized guidance and complimentary consultations to help you achieve your goals. A proud alumnus of SUNY Brockport, I fulfilled my childhood dream of playing NCAA hockey while graduating summa cum laude in finance. I received the Top Undergraduate Scholar award in my senior year, solidifying my commitment to excellence—a commitment I bring every day, to every client and every team member I’m lucky enough to support. Northwestern Mutual Achievements: • #1 in New Clients in the Southern U.S. Region for First-Year Advisors (2024) • Top 5 Overall First-Year Advisor in the Southern U.S. Region (2024) • Top 5 in New Clients across all First-Year Advisors in the U.S.(2023–2024) • Top 50 in New Clients across all advisors nationwide (2023–2024) • Top 15 Overall First-Year Advisor in the U.S.(2023–2024) • Top 15 in New Clients across all advisors in the Southern U.S. Region (2024)