Chase & Jamie

Small Town Service, Big City Expertise

What I have learned over the span of my career is the importance of consistent service and expert-level guidance. From cattle to catalogs, my journey from Iowa to Chicago provides a rich perspective that we all are unique.  At the same time, we all want to save for the future, pay down debt and achieve our own version of success.

 

Growing up surrounded by successful family-owned business owners, I know it’s hard to let someone have a seat at your table, let alone trust them with your hard-earned money.  I also know that to be successful, we must rely on someone with expertise.

A third-generation customer, A first-generation advisor.

As a financial advisor that was fortunate enough to have been the benefactor of a well-executed financial plan, I build on life experience and my analytical background to provide financial strategies that are timely and logical. Between growing up in small-town Iowa and now living in Chicago, I know that every person’s situation is different, and the way people earn an income is different. Whether you are a business owner with fluctuating income or a young professional with stable cash flow, you deserve a plan that allows you to feel financially secure.

 

Since 2011 I have grown my practice working with a wide array of successful individuals.

More Specifically -

  • Young, Analytical Professionals/Families in expansion mode.
  • Established Business Owners/Entrepreneurs looking to mitigate current and future tax burdens.
  • Individuals/Families committed to either establish, maintain, or grow generational wealth.

I am fortunate to be a part of a large network of experts from across the country within the Northwestern Mutual system where I can “borrow expertise” if it’s in the best interest of the client.

 

Regardless of your background or your current occupation, I aim to provide clients with timely advice and reliable service. If the past few years have taught us anything, it is that we all have good years, and we all have not-so-good years. My role is to listen and understand what your goals and objectives are. From there, my team & I work to with you to implement a path to make the good years better and the not-so-good years not-so-bad.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Northwestern Mutual working for you.