828-351-9368 darylshank1@gmail.com

Complimentary Income Mapping and Social Security Maximization Strategies.
Call for an appointment at 833-742-6534

Biographies

Daryl B. Shankland

Born 1953

  • University of Illinois, BS Communications , Summa Cum Laude, 1975
  • Broadcast news reporter and sales representative 1975 to 1980, WLRW Champaign, Il and WGEM Quincy, Il
  • Registered Representative Paine Webber 1980 to 1986
  • Registered Representative Smith Barney and predecessor firms 1986 to 2003
  • Branch Manager Smith Barney 1987 to 1996
  • Registered Investment Advisor Butterfield Capital 2003 to 2006
  • President Shankland Financial Advisors, LLC 2006 to present
Daryl has been guiding clients in their investment decisions since 1980, encompassing both good times and bad. Her broadcasting background has helped her communicate complex, quickly changing information to clients in a manner that they can understand. Over the years, Daryl has been a frequent commentator on financial matters on both television and radio. While at traditional Wall Street brokerage firms, she was quickly recognized for her leadership qualities. She served as branch manager of Smith Barney’s Quincy, Illinois office for over 9 years and left the company after attaining the highest designation of Senior Vice President. With her deep exposure to both management and client portfolio structuring, she understands how emotions can take their toll and how critical it is to trust your financial advisor. With a responsive business structure that enables her to work quickly on your behalf, she can manage your money using her keen sense of who you are and what you would like your money to do for you. Daryl describes herself as a” paid professional truth-teller”. She is interested in working with individuals who want someone to guide them, but who in their own right take responsibility for the financial well-being of their families. Her honest assessment of where you stand financially could greatly increase your peace of mind. If you are a long way from reaching your financial goals, Daryl can help you map out a plan to get where you want to go. If you are in good shape financially, Daryl’s mission is to help you stay that way and maximize what you can pass on after you are gone. Daryl’s friends usually become clients, and her clients usually become friends. They would be most likely to describe her as smart, driven, and dedicated but with a nice mix of friendly and creative. In her free time Daryl enjoys traveling, painting, singing in her church choir, and relishing time with her husband Richard, six grown children, and ten grandchildren. Daryl and her husband Dick live in Sapphire, NC.

Alden M. Burnett III

Born 1961

  • Eagle Scout 1976
  • Illinois State University, B.S. Communications, 1983
  • Eagle Scout mentor & Assistant Scout Master
  • 1993 to 1997 Manufacturer’s Representative working as liaison between manufacturer’s and small business owners
  • V.P. & partner 21st Century Building Products 1997-2004
  • Peace Memorial Church youth group volunteer
  • Registered Representative  2004-2012
  • Series 6 Investment Company / Variable Products securities license – December 2004
  • Series 63 Uniform Securities Agent license – December 2004
  • Series 65 Uniform Investment Adviser license – September 2006
  • Series 7 General Securities Registered Representative license – March 2007
  • Life, accident and health insurance licenses 2004
  • Investment Advisor Representative, Shankland Financial Advisors, LLC November 2013 to present
Alden has been helping individual clients and business owners accumulate and manage their investments since 2004. He holds a strong belief that proper insurance protection is a key component of any financial plan. His focus on insurance helps ensure the money which clients are accumulating is not wiped out in a financial disaster. His experience allows him to utilize resources from innovative companies around the world. He can review the protection you have in place and provide you a solution using the most current, competitive products available. As a young man Alden achieved the designation of Eagle Scout. He has applied those solid principles to all of his business dealings and believes that character is doing the right thing when no one is watching. He is active in his community and has served as an Eagle Scout mentor, assistant Scout Master and youth group volunteer. His personal passions are his wife Sue and two children, outdoor adventure and his music. Whether it’s mountain climbing with his son, shooting rapids with the family or playing drums in a local venue, he never forgets that the peace of security can provide all families the ability to chase their dreams. In his presence, you will know that you are being guided by someone who cares and will see to it that he does the right thing for you and your family.

Buddy “Bud” Nidey

Born 1951

  • Small business owner 1984-1992
  • Accounting and business management 1993-present
  • College of Financial Planning graduate, Denver, Colorado 1994
  • BA Business Administration Loyola University of Chicago 1994
  • Registered Certified Public Accountant 1999 in State in Illinois
  • Active as Youth Director, Administrator and member of Faith Bible Church Joliet, Illinois.
  • Currently President, BLN Accounting and Retirement Solutions, LLC
  • Investment Advisor Representative Shankland Financial Advisors, LLC

Licences and Accredidations held:

  • AHIP Certification for Medicare Advantage
  • Life, Accident and Health Insurance
  • Long Term Care Insurance
  • Series 65 Registered Investment Advisor Representative Shankland Financial Advisors, LLC

As Certified Public Accountant and a graduate of the College of Financial Planning in Denver, Colorado, Buddy “Bud” Nidey applies his strong analytical background to his work as an investment advisor representative. He enjoys coordinating clients’ investment portfolios with solid financial planning that takes income taxes, diversification and safety into consideration. Bud works with families up to and through retirement, mapping out strategies that maximize Social Security and other sources of income to a retiree. When working with a client, Bud prepares a personalized analysis showing how retirement income can flow year by year throughout retirement. This unique spreadsheet helps fill in all the pieces of what might otherwise be a confusing financial puzzle. It is invaluable to many as a tool to understand and feel comfortable with their plans and goals for retirement. Because he also assists clients with income tax preparation, health, life and long term care insurance, he can truly orchestrate comprehensive planning in all the areas families have critical needs. Bud is a frequent speaker regarding financial topics and conducts regular seminars on “Social Security Maximization” and “Taxes in Retirement.”

Paul B. Mayes

Born 1976

• Virginia Tech – BS in Mechanical Engineering, Cum Laude – 1999
• Indiana University Kelley School of Business – Master in Business Administration – 2005
• Indiana University Kelley School of Business – Master in Finance – 2007
• Ramsey Solutions – Financial Coach Master Training – 2015
• Series 65 Uniform Investment Advisor Law – Registered Investment Advisor Representative
• North Carolina Licensed Insurance Producer
• Accident & Health or Sickness
• Life & Annuities
• Investment Advisor Representative, Shankland Financial Advisors, LLC – January 2021 to present
• Personal Financial Coach – Budgeting, Debt Reduction, Achieving Financial/Savings Goals
• French Broad Baptist Church – Deacon, Finance Committee Chair, Financial Ministry Leader, Teacher, Church Maintenance
• Carpenter’s Hands Ministry Volunteer
• Class facilitator – Financial Peace University, The Legacy Journey (classes through Dave Ramsey/Ramsey Solutions)
• BorgWarner – Senior Sales Manager and Program Manager, 2006 – Present
• General Motors – Senior Product and Quality Engineer, 1997 – 2006

Paul has enjoyed serving individuals for many years, helping them to evaluate and make the best decisions to achieve their financial goals. While working full time in the Automotive Industry, Paul has built his skillset through formal education, training through Dave Ramsey’s Ramsey Solutions organization, and practical experience. He particularly enjoys creating decision models for financial decisions to make the complex become simple. He prefers to educate his clients so they can actively participate in the planning process and be confident in their decisions. This results in helping clients organize their financial matters, prioritize their savings, choose investments and create a comprehensive financial plan that achieves their immediate and long-term needs.

Paul and his family live in downtown Hendersonville, North Carolina, where he is heavily involved in his local church. He enjoys volunteering where needed, especially in events and ministries where his entire family can participate. Between March and October, he is usually at a baseball park 4-5 days per week supporting the baseball practices and games of his children. As part of downtown living, he also likes to support the businesses around Main Street and runs a roundtrip 5k between his home and downtown for regular exercise.

Prior to Covid, he frequently traveled throughout the US and Internationally to Germany, the UK, China, Brazil and India. With recent events, he has appreciated staying local and focusing on the amenities of the Hendersonville community.

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What We Do…

Shankland Financial Advisors, LLC offers objective, responsive, and savvy fee based investment services to a wide range of clients. The experience of advising clients since 1980 has helped us know how to get you what you need in a manner you can understand…

North Carolina Mail

PO Box 1417
Cashiers, NC 28717

North Carolina

130 US 64 East, Suite 16
Cashiers, NC 28717

212 South Grove St., Suite A2,
Hendersonville, NC 28792

Illinois

24014 W Renwick Rd Ste 105
Plainfield, IL 60544

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Diclaimer
• Shankland Financial Advisors, LLC (“SFA”) is a North Carolina state registered investment advisor located in Hendersonville and Cashiers, North Carolina and Plainfield, Illinois. SFA and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those states in which SFA maintains clients. SFA may only do business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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