Modern District Financial
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      • Shannon Nelson
      • Ryan Kashmerick
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PLANNING TOMORROW,
TODAY​

​There are a lot of unknowns when planning for tomorrow. When should I retire? Will the changes to Medicare affect my situation? How are Long Term Care costs covered? How can I protect my investments from market risk, and still get a good interest rate? We have the answers to these important questions and solutions for all areas of retirement planning.
​
We are Modern District Financial.

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Modern District Financial - Traverse City, MI
Agency Office, Traverse City
Modern District Financial - Grand Rapids, MI
Grand Rapids Office
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Midland Office

About Our Agency

Modern District Financial is a financial services company helping clients with their retirement planning by offering Medicare Supplements, Life Insurance, Long Term Care Insurance, and Fixed/Equity Indexed Annuities.  Our IMO is American Senior Benefits which has 50 offices nationwide.

​We are an Accredited business with the Better Business Bureau with our staff having over 60 years of experience in the industry.
Learn More About Us
Traverse City Chamber of Commerce
American Senior Benefits
Better Business Bureau
The Leaders Group - Modern District Financial
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Modern District is the preferred Insurance & Financial Services Firm for Veterans in Northern, Mid, and Western Michigan through The Hometown Hero Project.

Modern District Financial Solutions


​Investor demand for bias-free advice and more stringent consumer protection rules are transforming the financial services industry.


“Increasingly, investors are seeking relationships with financial advisors they can relate to and that they trust to work on their behalf,” explains Shannon Nelson, CEO & President of Modern District Financial Solutions in Traverse City & Grand Rapids, Michigan.

Nelson founded Modern District in 2011 after having worked 17 years in the financial services industry. He had become frustrated working for large corporations that offered only a limited number of services and products. As an independent advisory and IMO of American Senior Benefits, Nelson and his team don’t have proprietary products to push or limitations on the solutions they can offer. Clients have access to the entire universe of opportunities and customized solutions.
Read full article here

Meet Our Executive Team

Shannon Nelson - Modern District Financial

​SHANNON NELSON
CEO & President​

Ryan Kashmerick - Modern District Financial

RYAN KASHMERICK
CFO & Vice President

John Blanck - Modern District Financial

JOHN BLANCK
Executive Officer​

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KELLY BANDLI
Executive Officer

Larry Winslow - Modern District Financial

LARRY WINSLOW
Executive Officer

David Poirot - Modern District Financial

DAVID POIROT
Partner

David Teesdale - Modern District Financial

DAVID TEESDALE
Executive Administrator

Richard Wells - Modern District Financial

RICHARD WELLS
Partner

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DANIEL GRIX​
Partner

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Matthew Pierpont​
Partner

Staff Directory

Learn More About Insurance

When it comes to insurance, we've got you covered. Learn more about how our products can help you.
  • View All Products
  • Medicare Coverage
  • ​Life Insurance
  • Annuities
  • LTC Insurance
  • 401k Rollover
  • Final Expense Insurance
  • ​Medicare Advantage
Learn more about the Insurance Products and Services we offer

Contact Us Today

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    Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
Send MESSAGE
Phone: (231) 421-8331
​Fax: (231) 421-9355​

Email:
ryan.kashmerick@moderndistrict.com

Traverse City Office:
2062 N US-31,
​Traverse City, MI 49686

Grand Rapids Office:
3351 Eagle Run Drive,
Grand Rapids, MI 49525​

Midland Office:
6021 Eastman Ave
Midland, MI

Agency Hours:
Weekdays: 9:00am - 5:00pm
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Modern District Financial

Traverse City Office
2062 N US-31,
​Traverse City, MI 49686
(231) 421-8331
Click Here to Email Us
Grand Rapids Office
3351 Eagle Run Drive,
Grand Rapids, MI 49525​
(231) 421-8331
Click Here to Email Us
Midland Office
6021 Eastman Ave
Midland, MI
(231) 421-8331
Click Here to Email Us
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​Securities offered through The Leader's Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle Suite 800 Littleton, CO  80120  ​(303) 797-9080
Modern District Financial is not affiliated with The Leader's Group, Inc.
  • Home
  • Quotes
    • Medicare Advantage Plan Quote
    • Medicare Supplement Coverage Quote
    • Annuity Quotes
    • Life Insurance Quote
    • Long Term Care Insurance Quote
    • Final Expense Insurance Quote
    • 401k Rollover Quote
    • Dental Insurance Quote
  • Service
    • Update Contact Info
    • Online Documents
    • Free Consultation
  • Insurance
    • Medicare Supplement Coverage
    • Medicare Advantage Plans
    • Annuities
    • Life Insurance
    • Long Term Care Insurance
    • Final Expense Insurance
    • Financial Planning
    • 401k Rollover
    • Dental Insurance
  • About
    • Meet Our Team
    • Bios >
      • Shannon Nelson
      • Ryan Kashmerick
      • Kelly Bandly
      • John Blanck
      • Larry Winslow
      • David Teesdale
      • David Poirot
      • Richard Wells
      • Daniel Grix
      • Matthew Pierpont
    • Client Testimonials
    • Refer a Friend
    • Careers
    • M's Reward Program
    • Insurance Carriers
    • Agency Photo Gallery
    • News
    • Blog
  • Contact