Management Team

Our business is about long lasting relationships and we have a strong management team in place that supports this philosophy. They are committed to furthering the development of our financial representatives through training and guidance and providing superior levels of client service.

 Tracy Shackelford

Tracy Shackelford

Managing Director
Office 757-476-7711

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Raised in Virginia, Tracy worked in the corporate world in Atlanta, GA and in Europe for many years before moving back to the Williamsburg area to be closer to family.  After more than 20 years in the corporate world, Tracy was recruited by her husband, Harold Philipsen, Managing Director of Northwestern Mutual's Williamsburg Office.

As a first year representative, Tracy was awarded the Pacesetter First 40 award.  In addition to helping grow the firm with high quality, hard working individuals, Tracy loves helping her clients achieve financial security through comprehensive financial planning.  She and Harold live in Williamsburg with their two sons, Bas and Finn.

She is a 1989 graduate of the University of Virginia where she majored in Religious Studies. Tracy also serves on the Board of the UVA Club of the Peninsula.


 Stephanie E Baker

Stephanie E Baker, CFP®, CLU®, ChFC®

Field Director
Office 757-476-6734

My Networks: LinkedIn Facebook

Stephanie Baker joined Northwestern Mutual's Williamsburg Office as an intern in May 2010. That year she was one of the Top 10 interns nationwide, out of an intern class of more than 2,500.  She is a 2011 graduate of the University of Virginia and holds a Bachelor's of Science in Commerce.

As a first year Financial Representative, Stephanie was awarded the Pacesetter First 40 award and was appointed a College Unit Director in the Summer of 2012.

A Williamsburg native, she is the daughter of Mark and Cookie Baker and has two brothers.


 Gene Efird III

Gene Efird III

Field Director
Office 757-476-6737

My Networks: LinkedIn

A Poquoson native, Gene joined Northwestern Mutual in 2015. He graduated from Guilford College in May 2012 with a Bachelor’s of Science in Exercise, Sports Science, and Health Science with a minor in Psychology.  

Gene and his wife and baby daughter live in Poquoson. 

An avid kickball player, Gene travels the country playing at a very high level and is proud of his national championships.

 Victoria Ford

Victoria Ford

Director of Recruiting and Development
Office 757-476-6734 ext. 113

My Networks: LinkedIn

Victoria (Tori) was born and raised in the historic town of Williamsburg, Virginia. From a very young age her parents instilled the values of hard work and dedication in both Tori and her brother.

She was a Division I tennis player throughout her college career, beginning at Syracuse University and finally the College of William and Mary. (GO TRIBE!) Tennis has been a passion since the age of eight and has provided structure, discipline, and life lessons that Victoria has carried into her financial planning practice. Victoria graduated from the College of William and Mary in December of 2012 where she majored in Kinesiology and Health Sciences.

She enjoys hiking nature trails and is also an active member and coach of Crossfit. One of her goals is to hike the Virginia portion of the Appalachian Trail.

 Wyatt M Harris

Wyatt M Harris, MBA

College Unit Director
Office 757-476-6734

My Networks: LinkedIn

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck