Elevating the Financial Position of Affluent Families through Fully Customized & Integrated Planning
Josue Leon
Financial Advisor
Financial Success Happens by Design
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.
Maddy Gorby
Maddy works with individuals, families, and businesses to help them achieve their goals with a valuable and manageable financial plan. Her role is to provide a comfortable environment to discuss client views on financial security and to help make their goals a reality.
Sophisticated Planning Strategies Team
We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.