Financial Planning

Our team specializes in working with successful individuals, families, and business owners that don't necessary lack the intellect to handle their financial planning - They lack the bandwidth. We develop creative solutions to help clients understand how to accomplish their financial goals so that they can continue to do what is most important to them.

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

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 Financial Advisor Joseph M Tavernite

Joseph M Tavernite

CLF®

Financial Advisor

Photo of Financial Advisor Tyler J. Fey

Tyler J. Fey

CFP®

Financial Advisor

Working with Northwestern Mutual affords my team competence on both sides of the financial playing field. We serve our clients by forming a personal relationship to help them achieve their financial goals.