Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Daniel R Neary, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Daniel R Neary, CLU®, ChFC®, CFP®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
Wealth Management Advisor
 
Shawn W Phelps, MBA

Shawn W Phelps, MBA

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Wealth Management Advisor
 
Travis J. Falk, CLU<sup>®</sup>, CFP<sup>®</sup>

Travis J. Falk, CLU®, CFP®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
Wealth Management Advisor
 

Carter R Stephens

Financial Advisor

 

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