creating financial plans unique to you
Vinewood Wealth Advisors
Jeffrey Cohen
Wealth Management Advisor|MBA, CLU®, CFP®, RICP®
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.
Danielle A McPartlin
CLU®
Director of Insurance and Investment Operations
I joined Northwestern Mutual in 2015 after graduating with a business degree from Eastern Michigan University. My role is daily monitoring and servicing of our client's insurance and investment accounts and I work with the team on developing Personal Financial Plans for our clients.
I believe education never ends and, since joining Jeff’s team, I’ve obtained my insurance licenses, the Chartered Life Underwriter (CLU®) designation and I’m studying for my next designation.