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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
  • Bachelors, Michigan State University
  • 9-Time #1 National Sales Manager

JOHN BLANCK
Executive Officer​
  • ​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
  • 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

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

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

RICHARD WELLS​
Executive Officer
  • Bachelors, Lake Superior State University
  • 4-Time Convention Qualifier
  • 2-Time Winner’s Circle Qualifier

DANIEL GRIX​
​Partner
  • Bachelors, Oklahoma State University 
  • National Sales Convention Qualifier 
  • Winner’s Circle Qualifier

JOHN PAUL WESTBROOK
​Partner
  • Bachelors, Ferris State University
  • Winner’s Circle Qualifier

CHARLES DEWITT
​Partner
  • Convention Qualifier 
  • Mid Michigan College
  • Leader of the Midland Team
(231) 421-8331​
2062 N US-31,
​Traverse City, MI 49686​
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