Helping you live your best life.

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, we can help. We understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. We will work to understand your current personal and financial circumstances and your goals for the future. We will work to do more than determine a planning solution. We will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And we'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let us help you ensure your financial future is all you want it to be.

The Northwestern Mutual Difference

A++

AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.³

Top 5

We're one of the top U.S. Independent Investment Broker-Dealers.¹

$8.2B

in dividends expected to be paid in 2025.⁴

No. 1

Best Life Insurance Company, 2023.²

¹ Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.

² Ranking for 2022. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

³ Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

⁴ Dividends are reviewed annually and are not guaranteed.

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.