Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

J B

Jan Gale Bates

Financial Planning Assistant

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.

Photo of Long Term Care Specialist James A Smith

James A Smith

CLU®, ChFC®, CASL®, CFP®, RICP®

Long Term Care Specialist

Photo of Founder and CEO John E Dill

John E Dill

CFP®, CPWA®, ChFC®, CAP®, RICP®

Founder and CEO