PLANNING WITH PURPOSE

If you’re like many of our clients, you understand the role money plays in providing your family - your legacy - the freedom of choice and opportunity to achieve remarkable things.

We take pride in co-creating wealth strategies for every generation. Our mission is to give you the financial flexibility that deliberate and thorough wealth management provides.

Our team will help you clarify, simplify, and implement the many working pieces of a modern financial plan. We go beyond the expected to provide a total team approach that helps enable clients to live their best life, however they define it.

Close up of baby's face with parents blurred in background

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Client Testimonial

Our financial advisory team has been such a blessing and privilege to work with. Our experience continues to be defined by prompt responses, helpful feedback, and opportunities to learn more. We appreciate the wealth of knowledge and experience that comes with our team. We are looking forward to the future.

Alexa B., Client | Mental Health Therapist

Client Testimonial

I have known Jimmy for many years. He has been extremely responsive and available since the day I met him. He has guided me through multiple financial investments, including life insurance and stocks. He is very familiar with my needs and continues to provide evolving advice as my personal and financial situations change. Not only does he understand my financial needs, but he also provides assistance with my personal development and understanding of investing. I highly recommend Jimmy for whatever level of financial investing you may require.

Dr. Gustavo C., Client | Orthopedic Surgeon

Client Testimonial

I was referred to Jimmy and his team by a friend a few years ago, and I'm very happy to endorse him as a financial advisor/planner. Jimmy is very caring, professional, and knowledgeable. He is a great listener. He thoroughly addresses my questions and requests and gives me perspective and information I may otherwise not have to make better financial decisions. I recommend him without hesitation.

Mojdah A., DDS, Client | Dental Practice Owner

Client Testimonial

I was referred to Jimmy by my mortgage broker and was initially hesitant about having someone manage my money. However, Jimmy's professionalism and genuine interest in my goals quickly put me at ease. He listened attentively without being pushy, and over the course of several phone calls, I was impressed by his approach and demeanor. He made me feel completely comfortable entrusting him with my portfolio. I highly recommend Jimmy and his team -- true professionals who listen to their clients and help them achieve their financial goals.

Thomas L., Client | Contracts Analyst

Client Testimonial

Jimmy and his team have been invaluable to my wife and I in making sure we have our financial world in order. Their knowledge and experience have helped us create a solid financial picture for retirement. Their service, client-centric approach, and individual customization make our relationship amazing!

James & Cathy W., Client | Retired Banking Professional

Client Testimonial

I absolutely love the relationship I have with Alyssa! She wasn’t my first financial advisor with NM, but I loved how she worked so I followed her. I wanted her to be my “go-to gal,” and she’s been exactly that for me throughout the years! I’ve referred countless friends to her because she’s that amazing!

Leigh L., Client | Nurse
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.