Welcome to Our Team

As your wealth performance coach our team is your partner in creating a life of freedom and peace of mind. We take a creative, personalized approach to help you crush your goals while making the journey exciting and fun. Each member of our team is passionate about building real connections, understanding what matters most to you, and guiding you with innovative strategies. When you work with us, you’re not just getting expert advice—you’re gaining a team that’s dedicated to your success and making sure you enjoy the process along the way. 

Photo of Director of Risk Operations Kristen Farr

Kristen Farr

Director of Risk Operations

Passionate about helping others, Kristen spent 13 years as a victims advocate and Director of Victim Witness in Florida. After earning her Bachelor oh Science in Sociology/Children and Family Services/Family Resource Management and her Master of Education in Higher Education/Higher Education Administration, she joined Northwestern Mutual in 2018 as a Director of Risk Services. 

She manages a team of five who provide assistance with insurance applications, underwriting, and policy owner services to ensure timely approval and client service. 

When not serving clients in the office, you can find Kristen enjoying her time in Ankeny with her husband Albert and their dog Bentley! 

Photo of Director of Financial Planning Cam Heathman

Cam Heathman

Director of Financial Planning

After earning his Finance degree from UNI in 2015, Cam spent 4 years in the mortgage industry before joining the financial services industry in 2019. Cam has been with Northwestern Mutual since 2022 and currently holds his SIE, Series 7 and 63, and Life and Health licenses. 

An integral part of our team, Cam provides our clients with holistic financial planning and performs investment analysis and investment and financial planning research. 

Outside of work Cam enjoys spending time with his wife and son, going to a nice brewery, and being an owner of the Green Bay Packers.