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.

 

Photo of Insurance Operations Associate Brian Kelly Burg

Brian Kelly Burg

CLU®, RICP®

Insurance Operations Associate

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 Kevin Dale Klare

Kevin Dale Klare

CFP®, CLU®, ChFC®, QPFC

Photo of Estate & Business Planning Specialist Scott J Sernett

Scott J Sernett

CFP®, CLU®, ChFC®, AEP®

Estate & Business Planning Specialist

For over twenty years, Sernett Wealth Management has specialized in the unique needs of the Medical, Executive, Retirement, and Business markets. We take complex problems and solutions and turn them into a manageable process to simply your financial life. Give us a call to see if our team of dedicated professionals can help your family or business reach your most important goals and objectives!
Photo of Disability Income Specialist William R Keller

William R Keller

CLTC®

Disability Income Specialist