James A Adrian Jr
Wealth Management Advisor|CFP®, WMCP®, CLU®, RICP®, ChFC®
Get to know my dedicated team
We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry 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.
Mark R Guskey
CLU®
Disability Income Specialist
Our team leverages over 45 years of collective financial planning experience to help you achieve a lifetime of financial security. We actively listen, evaluate options and make strategic recommendations that are specific to you. We pride ourselves on doing the right thing and providing the right guidance, whatever your stage of life.
Micky Wright
CPA, CFP®
Estate & Business Planning Specialist
Unlike many firms, I ask clients to choose how they want to engage with me and my team, from providing a second opinion on an existing financial plan to becoming the “Family CFO”. We believe that financial planning is for everyone and that no financial planning decision can be made in a vacuum. My team and I have the unique ability to simplify complex issues through creative and trusted advice.
Tony Myers
CFP®, CASL®, ChFC®, RICP®, WMCP®
Estate & Business Planning Specialist
As a wealth management advisor, Tony & his team provide holistic financial planning for individuals, families, and business owners. Tony specializes in business and estate planning, while optimizing financial planning experience. He focuses in many areas including wealth management, retirement, saving for education, and employee and executive benefits. Tony has over 20 years of planning expertise.