Alex M Marchan
Managing Director|CLTC®
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.
Kristin Bridges
Financial Planning Specialist
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.
Christopher Fugman
CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor and Co-Founder
I help successful people plan. I see a lot of people who are doing the "right things" but most have no idea how they are doing in relationship to their long term goals. By helping people develop a plan, our team can encourage families to enjoy life (without guilt) because they have taken the necessary steps to secure tomorrow.
Darrin Englebert
CFP®, RICP®
Wealth Management Advisor and Co-Founder
Darrin Englebert has been named a 2022 Forbes Best in State Wealth Advisor, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP), and member of Physicians Nationwide. He specializes in helping physicians, dentists, successful families, and those in or nearing retirement by transforming complex financial situations into a customized financial plan.
Andrew Bird
CFP®, CLU®, RICP®, AEP®
Wealth Management Advisor and Co-Founder
My mission is to develop enduring relationships, helping our clients achieve financial security and peace of mind. I specialize in working with families and business owners, motivating clients to take the necessary actions to make their financial dreams a reality. Please visit my website to learn more about my team and how we help clients create and implement a personalized financial plan.