Personal

Before I started at Northwestern Mutual in 2003, I worked as an institutional stock analyst for 12 years.  I developed a deep understanding of financial markets and financial instruments during that time.  In my current role, I can use that knowledge to help any person leverage sound financial strategies and products.  I believe that everyone should have access to quality advice and quality financial products, regardless of how much money they have.  Ethics and honesty are what you will get from your interactions with me and my team.  

When I'm not in the office, I enjoy the outdoors, mostly fly-fishing or upland bird hunting with my Vizslas.  It is also important to me to give back to the habitat that we all get to enjoy, and I am a member of Pheasants Forever, Trout Unlimited and the Ruffed Grouse Society (RGS).  I am also involved with RGS as a sponsor and volunteer to help their conservation efforts in improving habitat for ruffed grouse and other songbirds.  

 

Professional

Beth Burnson has over thirty years experience in financial analysis, investment services and financial planning.  She has earned the designation of Chartered Financial Analyst (CFA®). She also has an MBA from The University of Chicago Booth School of Business.  

Beth has dedicated her career to helping people make sound financial choices.


ASSOCIATIONS AND MEMBERSHIPS

Member of the Investment Analysis Society of Chicago


Education

Beloit College (Beloit, WI) Economics (B.A), Phi Beta Kappa, Top Department Honors in Economics, Magna Cum Laude

University of Chicago, Booth School of Business - Financial Management (M.B.A)

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Advisory Services

Investment Planning & Strategies

Education Planning & Funding

Long-Term Care Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline