Client Testimonial

Adam and his team at Northwestern Mutual have incredibly easy to work with, and I've recommended them to several friends and family. Financial planning is an overwhelming and confusing topic for most people, myself included. Adam has always been informative and straightforward, using examples and language that is easy to digest. Every time we meet, I feel that my needs have come first with his recommendations. I have full confidence in my financial decisions and plans for my future, and I rest easy knowing I've partnered with a mutual company with exceptional financial strength.

Heather Maves, Client | Corporate Branding- Greenheck Group | Wisconsin

Client Testimonial

I recently had the pleasure of working with Adam and Northwestern Mutual, and I couldn’t be more impressed with his professionalism and knowledge. Adam took the time to understand our family’s financial goals and provided recommendations that made sense for my family’s future. If you’re looking for a trustworthy financial advisor who goes above and beyond, I highly recommend Adam!

Mike Bump, Client | Greenheck Group | Wisconsin

Client Testimonial

I came into this overwhelmed and intimidated. Adam explained my options to me in the simplest way and even drew pictures for me! He helped decide which options were best suited for me, and what would be the most affordable, with the best goal in mind. We meet on a regular basis to me up to date and in the loop, make any changes, and answer all my questions. I’m so glad I finally have a long-term financial plan started and it was so much easier than I expected. I look forward to adding onto my plan in the future. Thank you, Adam!

Mia Nichols, Client | Travel RN

Client Testimonial

Adam is hard working and very knowledgeable. He has been flexible with accommodating me and my night shift schedule. I believe he has my best interest at heart regarding my financial goals, and I appreciate that. Thanks Adam!

Chelsea Agbelese, Client | Travel TN | Maryland

Client Testimonial

Adam has been a great asset. I've been wanting to put my finances in order recently. And coincidently enough that's when Adam reached out. He has been a great help in helping me figure out what would work best for me. Knowing what my financial goal is and putting a plan together has been a major bonus. He sounds confident in his work which gave me the confidence to ask any and as many questions as I needed. Most importantly I was able to move forward with my financial plan.

Katleen Regis, Client | Travel RN | Florida

Client Testimonial

Adam has been incredible to work with from the start. We had instant rapport and Adam explained everything to me in a manner I could clearly understand. He understands the unique situation of travel nurses and provides sound advice. I feel so much more confident in my financial journey ahead and look forward to a bright future with Adam as my advisor. Can't recommend Adam enough!

Katie Fitts, Client | Travel RN | South Carolina

Client Testimonial

Since meeting Adam, he has been very easy to work with. Personable and knowledgeable in his profession. Non-judgmental with my preexisting lack of information in managing my finances. And diligence in educating me in the areas that are important to my financial future. 10/10 would recommend working with him!

Haley Kuehl, Client | Travel RN | Minnesota

Client Testimonial

Working with Adam has always been easy; he gives feedback and communicates well when explaining my options. I know I can trust Adam and Northwestern Mutual to guide me with professionalism, sound advice and integrity.

Shayna Gilman, Client | Registered Nurse | Wisconsin

Client Testimonial

Working with Adam at Northwestern Mutual has been a game changer for me. He has always been professional, consistent, and competent. I've always felt comfortable working with him and going over my finances, no matter how debt heavy they looked. I've learned and financially grown so much while working with Adam. I feel like he considers my best interests professionally and personally. He has become a good friend of mine.

Kara Spears, Client | Certified Surgical First Assistant | Wisconsin

Client Testimonial

Working with Adam on my financial goals has been incredibly helpful and easy. Every time we are making adjustments, adding new goals, or checking in its like working alongside a friend. He is incredibly personable and professional at all times, and I know he's always going to give realistic advice on next steps. I would recommend his services to anyone who asks.

Randi Gottschalk, Client | Teacher | Wisconsin

Client Testimonial

Adam and I are of similar age and have a young family. Anything he suggests is something he already is utilizing himself.

Kyle Willahrt, Client | Tech Sales | Wisconsin

Client Testimonial

Adam is trustworthy and realistic with providing recommendations to help our family stay on track for planning for later in life. I never feel pressured into anything, and Adam always makes sure decisions make sense for our current situation at any given point. I highly recommend Adam if you are looking for a rep with integrity!

Brendan Leehe, Client | Marketing Manager | Wisconsin

Client Testimonial

Adam makes the process of financial goals easy. He was willing to meet me halfway, literally he would set a meeting that met my schedule or would send a "docu-sign" when what was easier. He's been very accessible and always a phone call away.

Shaun Gilman, Client | Gilman Construction-Owner | Wisconsin

Client Testimonial

Adam has been very helpful when it comes to learning about finances and all the different ways to plan for my future. He presents a lot of options, is happy to answer any and all questions, and is a joy to work with. I especially appreciate that he offers recommendations but is never pushy. He wants the people he works for to be comfortable and confident in their decisions.

Samantha Franzen, Client | Software Engineer-Sony | Wisconsin

Client Testimonial

Adam was wonderful. He helped my children and myself coverage. He worked around our busy schedule. He never fails to call or reach out with any changes or questions. We were very fortunate to find him and Northwestern Mutual, we would not even consider going any place else.

Denise Skroch, Client | Quality Manager-Marshfield Medical Center | Wisconsin

Client Testimonial

I actually never thought that I would have a "money person" to help me out with long -term investments, but Adam's professionalism, preparedness, and expertise makes me glad that I do! As a person that is not super adept at numbers and financials, I appreciate how Adam is able to explain complex scenarios in a way that is easy for even me to understand. I also appreciate how Adam outlines possible options to take without being pushy or aggressive as to which decision to make. He is super quick to respond to any questions or concerns I may have, and I truly believe that he has my best interest in mind (pun intended!).

Cam Stanley, Client | Program Officer | Wisconsin

Client Testimonial

What I really appreciate about working with Adam is he doesn't just tell me what I need to do with my finances and investments. He lays out the options and thoroughly educates me on the options I have. He provides professional recommendations but ultimately allows me to feel that I'm in control as much as I want to be. Thanks for being such a great resource Adam!

Jonathan Eckelberg, Client | Executive Producer | Wisconsin

Client Testimonial

Adam has been great to work with over the last several years. As a young professional with a young family, his guidance has been of great significance as we try our best to navigate life! He is professional and friendly and easy to get ahold of and communicate with. I highly recommend working with Adam for your financial planning needs.

Melissa Meschke, Client | Economic Development Professional | Wisconsin
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.