Michael B. Shumway

About Michael B. Shumway

Over a dozen prestigious awards and incentives for sales achievements mark my tenure as a Senior Financial Services Professional with Principal Financial Group. I\'ve dedicated my efforts to delivering financial planning services—retirement, estate, and tax planning, investment advisory services, risk management, and budget planning to my clients. I offer solutions that address life\'s challenging financial situations while helping clients attain long-term financial security.As a Senior Financial Services Representative with Principal Financial Services, I built lasting client relationships through customized products, exceptional service, and follow-up, including account reviews.Areas of Expertise:• Financial Planning & Investment Strategies• Asset Allocation, Estate Planning & Retirement Planning• Mutual Funds, 401k plans, Annuities, IRAs• Life, Disability, and Long-Term Care Insurance.My early career included joining a start-up with a revenue of $200K. I started as a sales representative and moved into key roles, including Branch Manager, Regional Manager, General Manager, and ultimately, VP Director of Sales. Over 13 years, I grew revenue to $50M by developing and executing strategic plans, leading and training high-performing sales teams, and fostering a culture of success and collaboration.I am fueled by a relentless store of energy, a competitive nature, and a passion for people. After a two-year sabbatical, I am again ready to rejoin the workforce and make things happen.

Experience

1. Associate Director

   Transamerica Agency Network

   Jan 2026 — Present · Summerville, SC, US

   Personal production and team building.

Education

• Creighton University

  Bachelor of Science - BS, Psychology