Our Mission Statement

Is to elevate the lives of our clients through EDUCATION and SERVANT LEADERSHIP while providing unwavering LOVE and support for our communities

"When the team came together to craft the mission statement, we were intentional about embedding our core values into every aspect of our work. These four pillars define who we are and guide everything we do. 

More than just words, we want our clients to not just see, but also be able to feel and, experience the impact we strive to create in all communities." - Annie Morton

Close up of baby's face with parents blurred in background

Through Our Core Values We Are Committed To:

Service: Serving our clients with dedication, integrity and personalized attention

Education: Empowering our clients through continuous education, fostering informed financial decisions

Leadership: Leading with vision and accountability, guiding our clients toward lasting financial security

Love: Approaching every relationship with genuine love and care ensuring our clients feel valued and supported 

“When asked about our ideal client, people often expect a simple answer—but the truth is, it really is that simple. We serve individuals, families, and business owners who align with our core values. Those who are open to being guided, are eager to learn, willing to be led, and who want to truly feel loved and supported throughout this journey.” - Jabari Turner

What Sets Us Apart

 

Is our commitment to educating our clients on these 5 key strategies for long-term financial success:

  1. Maximizing the resources available to them
  2. Increasing their earning potential
  3. Protecting their income from various risk factors
  4. Saving and investing into assets that accumulate wealth
  5. Limiting their liabilities to effectively preserve and distribute wealth

"We really take pride in educating our clients on these five key strategies for true financial success. Our focus is not just on sharing information but on ensuring each client understands how these strategies fit into their broader financial game plan, empowering them to make informed decisions with confidence.” - Marcus Robinson

 

Our Areas of Expertise

Financial Planning

Disability Planning

Life Insurance Strategies

Estate Planning

Retirement Planning & Income Strategies

Investment Planning & Strategies

Tax-Efficient Strategies

Education Planning & Funding

Meet the Dream Team!

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

A M

Annie Elizabeth Morton

Sales Execution Team Associate

312-641-8900

Get to know my dedicated 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 Growth and Development Director Jabari H. Turner

Jabari H. Turner

M.A.

Growth and Development Director

I'm on a mission to create generational wealth through empowered financial planning. 

Boost your financial knowledge.

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