Numbers don't define people
Our planning philosophy is more about people then it is about numbers. We take the time to understand family, hobbies, interests, and fears, because in reality all of those will factor in to how your will protect, grow, and spend money in the future.
Get to know our team
While getting to know our clients is an important part of our process, it's fair that our clients get to know us as well.
Adam Lee Ranum
Financial Advisor
Adam has a unique perspective to the financial planning process because he was a client for 3 years prior to joining NM. He's been on both sides of the table and fully understands many of the questions and concerns individuals have. Adam's role is handling all client meetings, planning analysis/recommendations, and identifying/networking to potential clients.
Personally, Adam's wife, Sarah, is an elementary school teacher, they have a great big german shepherd named Carl, and identical twin boys, Jack and Jace.
Courtney Lindemann
As our Client Relations Manager, Courtney is responsible for documentation, implementation, and updates to all financial tools we utilize. You'll often hear from Courtney via email with updates, clarifications, and reminders about various accounts within your financial plan. While most our clients don't meet Courtney during planning meetings, she is an integral part of our team and keeps our business running smoothly.
Personally, Courtney is engaged to Tyler and has two children, McKinnley and Hank. They're an avid outdoor family and most commonly will be found out on the water fishing.
Philanthropic Efforts
We're proud to partner with Alex's Lemonade Stand to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like us have donated more than $20 million to support ALSF and fund over 400,000 research hours.
