Get to know my dedicated 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.
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.
Andrew M Rasmussen
CFP®
Life Insurance Specialist
I'm married to Katie and we have two daughters, Birdie and Tipper. I serve clients locally and across the country, specializing in work with business owners, physicians, executives, and partners at mid-sized and large law firms. I help my clients with comprehensive financial planning -- managing wealth, mitigating risk, and managing the impact of taxes both now and in retirement.
Roberto A. Valles
CFP®
Managing Director
Roberto Valles' mission is to educate about personal financial planning in order to inspire intelligent, long-term decisions that lead to thriving families and businesses. His team makes planning fun and easy to understand.
Wendy Ann Thompson
CFP®, RICP®, CLU®, ChFC®, CASL®
Annuity Specialist
I'm a seasoned financial professional with a passion for helping clients navigate their financial journey. My approach is rooted in trust, education, and genuine care. Our success is measured by the relationships we cultivate rather than sales quotas. Our focus is on creating meaningful connections and being a trusted partner to our clients. Our true potential emerges, when we serve others.
Michael D Watson II
CLTC®
Financial Advisor
I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long-term relationship. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives.