David Buchanan
Wealth Management Advisor|WMCP®, RICP®
Get to know my dedicated team
It takes a team to deliver a high level of service to each client, and Dave’s team aims to provide each individual with the confidence that their financial needs for their family or business have been met. Dave has a dedicated and ambitious team to assist with appointments, making changes to current accounts, submitting claims or any other request. Please contact his team and they will respond promptly.
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 D Carlson
WMCP®
Wealth Management Advisor
Chris started his career at NM in 2007 as it offered a chance to do what he enjoys most in life: helping people. As the financial world becomes more complex, he takes pride in helping clients create financial plans that simplify their most important objectives. He lives in Mequon with his wife Cassie and their two kids, and they are excited to build more relationships in their community.
Christopher Fugman
CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor
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.
