Shail, a graduate of the University of Connecticut, has been with Northwestern Mutual since 2015 and joined The Sanczyk Group in 2016. Growing up around the financial services profession, he developed a passion for wealth management at a young age, and now takes great pride in understanding clients' financial goals and aspirations.
As Lead Financial Plan Analyst, he is responsible for the development and management of strategic financial plans for new and existing clients. His commitment to detail and accuracy in his role help give our clients peace of mind that they always have a path, or a roadmap, to help them achieve their goals and objectives. He works closely with medical professionals helping them throughout all stages of their career; medical school, residency, fellowship, their first attending or private practice role, and beyond.
He also leads the group's strategic marketing and business development efforts.