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Our Mission

We are a married couple that believes marriages are protected through the development of financial habits created from transparent conversations.

We believe people who have achieved financial security are able to experience the life they were designed to live.

Our Values

  • Transparent recommendations you can trust (We would give the same advice to our mom.)
  • An enjoyable planning experience without pressure (Yes, financial planning can be fun!)
  • Meaningful relationships for the long haul (We are not into just dating.)
  • Custom financial plans that provide peace of mind (Think of us as the GPS for your goals, unlike your last family road trip where Dad refused to ask for directions.)

Our Approach

We take a comprehensive approach carefully tailored to individual and family needs. None of us can predict the future, but together we will create a worry-free plan that will meet your most important financial goals and maximize the opportunity for growth.

Our Office: Diverse By Design

The Northwestern Mutual Downtown Cincinnati office has an intentional foundation of diverse advisors ready to address the needs of underserved populations within the community. We pride ourselves on the ability to truly implement change within the industry by giving a voice to those who have been historically underepresented.

Venue Magazine's 2016 Showcase of the Downtown Office

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern 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), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.