Alex L Wilkinson
Financial Advisor|RICP®, CLTC®
Get to know my dedicated team
Achieving financial security goes beyond creating a plan. My team and I are here to partner with you to create your legacy for you, your family, or your business. Regardless of your financial needs, we are available as a reliable and trusted resource.
As part of our client experience, we will have periodic touch points to make sure your financial plan is staying on pace with your life.
If you need assistance at any time, don't hesitate to reach out to a team member.
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.
James A Adrian Jr
CFP®, WMCP®, CLU®, RICP®, ChFC®
Long Term Care Specialist
With over 15 years of experience at Northwestern Mutual, Jim Adrian strives to help create financial security for his clients through personalized, integrated financial planning. Jim holds 8 professional designations and specializes in asset management, retirement & Long Term Care planning, as well as closely-held business planning.
Mark R Guskey
CLU®
Disability Income Specialist
Our team leverages over 45 years of collective financial planning experience to help you achieve a lifetime of financial security. We actively listen, evaluate options and make strategic recommendations that are specific to you. We pride ourselves on doing the right thing and providing the right guidance, whatever your stage of life.
Michael E Polan
CFP®, CLU®, ChFC®
Wealth Management Advisor
My team is devoted to simplifying our client’s financial life; providing personalized service as well as integrated and comprehensive planning. Our planning methods provide peace of mind and confidence for a more secure future. Clients trust our process because we have helped others down similar paths towards financial independence.
Micky Wright
CPA, CFP®
Estate & Business Planning Specialist
Unlike many firms, I ask clients to choose how they want to engage with me and my team, from providing a second opinion on an existing financial plan to becoming the “Family CFO”. We believe that financial planning is for everyone and that no financial planning decision can be made in a vacuum. My team and I have the unique ability to simplify complex issues through creative and trusted advice.
Tony Myers
CFP®, CASL®, ChFC®, RICP®, WMCP®
Estate & Business Planning Specialist
As a wealth management advisor, Tony & his team provide holistic financial planning for individuals, families, and business owners. Tony specializes in business and estate planning, while optimizing financial planning experience. He focuses in many areas including wealth management, retirement, saving for education, and employee and executive benefits. Tony has over 20 years of planning expertise.
Martin T Cappelle
CFP®, CLU®, ChFC®, RICP®
Partner and Financial Planning Specialist
My team and I will help you protect and plan for the future through insurance and investment solutions. "At the end of the day, I want my clients to understand their planning and deeply believe, as I do, that their actions are leading them down the path to financial freedom." -M Cappelle