Meet Our Team

Meet Our Executive Team

Modern District Financial is led by a group of eight executive partners with various backgrounds of expertise. We are here to help all of our clients and their unique needs related to retirement and financial planning. No future is too big or too small for us. Our goal is simply to help create a positive future for each of our clients.​

​SHANNON NELSON
​CEO & President​

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• Winner's Circle Member 
  
• ​Board Chairman
  
• National Advisory Committee
  
• 5 State Regional Mentoring Office 
  
• ​CSA and CLTC
  
• Studied at Southern Indiana

RYAN KASHMERICK
​CFO & Vice President

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• Winner's Circle Member
  
• Bachelors, Michigan State University
  
• 9-Time #1 National Sales Manager
  

JOHN BLANCK
​Chief Information Officer

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• ​Winner's Circle Member
• #1 National Producer, 2011, 2016​, 2018, 2019 & 2020
• #1 Associate Sales Manager
• Financial Representative
• Bachelors, Michigan State University.

KELLY BANDLI
​Executive Officer

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• Winner's Circle Member
• Leader's Group President Club Top 10%, 2016
• #1 National Producer, 2015
• #2 National Producer 2018 
• Financial Representative
• Bachelors, Alma College
• 10 Time Convention Qualifier

DAVID TEESDALE
Executive Administrator

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• Sales Representative
• Bachelors, Western Michigan University

RICHARD WELLS​
Executive Officer

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• Bachelors, Lake Superior State University
• 4-Time Convention Qualifier
• 2-Time Winner’s Circle Qualifier
  

DANIEL GRIX​
​Partner

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• Bachelors, Oklahoma State University 
• National Sales Convention Qualifier 
  
• Winner’s Circle Qualifier
  

JOHN PAUL WESTBROOK
Partner

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• Bachelors, Ferris State University
  
• Winner’s Circle Qualifier
  

Devon Watson
​Executive Officer

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• Serving Since 2021
• California Pacific College of the Arts

CHARLES DEWITT
​Executive Officer

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• Serving Since 2018
• Mid-Michigan Community College
  
• Convention Qualifier

Shale Nowland
​Partner

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• Serving Since 2019
• Northern Michigan College
  
• 100 Ton Captain’s License
  
• Convention Qualifier

Jennifer Elliot
​Partner

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• Serving Since 2022
• University of Michigan - Dearborn

Jacob Collins
​Partner

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• Serving Since 2022
• Bachelors, Saginaw Valley State University

Michael Fair
​Partner

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• Serving since 2022
• Graduated Michigan State University
• Winner's Circle Qualifier

Contact Us

(231) 421-8331​
2062 N. US 31 South
Traverse City, MI 49685​​
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