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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​
  • 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
  • Winner's Circle Member
  • 5-Time #1 Regional Vice President
  • Bachelors, Michigan State University
  • #1 National Sales Manager 2018

JOHN BLANCK
Executive Officer​
  • ​Winner's Circle Member
  • #1 National Producer, 2011, 2016​ & 2018
  • #1 Associate Sales Manager
  • Financial Advisor​
  • Bachelors, Michigan State University.

KELLY BANDLI
​Executive Officer
  • Winner's Circle Member
  • Leader's Group President Club Top 10%, 2016
  • #1 National Producer, 2015
  • #2 National Producer 2018 
  • 9 Time Convention Qualifier
  • Financial Advisor
  • Bachelors, Alma College

LARRY WINSLOW
​Executive Officer
  • 3 Time Convention Qualifer
  • Financial Specialist
  • ​Bachelors, University of Louisville

DAVID POIROT
Partner
  • Financial Specialist
  • Convention Qualifier
  • ​Bachelors, Central Michigan University
  • Army Veteran

DAVID TEESDALE
Executive Administrator
  • Sales Representative
  • Bachelors, Western Michigan University

RICHARD WELLS​
Partner

KRISTOPHER SWAFFER
​Partner
  • 2 years Industry Experience 
  • Associates, Grand Rapids Community College
  • National Sales Convention Qualifier 

DANIEL GRIX​
​Partner
  • Bachelors, Oklahoma State University 
  • National Sales Convention Qualifier 

Matthew Pierpont​
​Partner
  • Petoskey, MI & Convention Qualifier with 2 years Industry Experience.
(231) 421-8331​
2062 N US-31,
​Traverse City, MI 49686​
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