Get to know my dedicated team

Your financial security is our team's priority. You can entrust that we will go the extra mile to help you achieve your goals and build your legacy.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

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Natalie Koerber

Assistant

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.

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David C Park

CLU®, ChFC®, WMCP®, RICP®, CASL®

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Michael E Polan

CFP®, CLU®, ChFC®

Wealth Management Advisor

My team is devoted to simplifying our client’s financial life; providing personalized service as well as integrated and comprehensive planning. Our planning methods provide peace of mind and confidence for a more secure future. Clients trust our process because we have helped others down similar paths towards financial independence.

Photo of Estate & Business Planning Specialist Tony Myers

Tony Myers

CFP®, CASL®, ChFC®, RICP®, WMCP®

Estate & Business Planning Specialist

As a wealth management advisor, Tony & his team provide holistic financial planning for individuals, families, and business owners. Tony specializes in business and estate planning, while optimizing financial planning experience. He focuses in many areas including wealth management, retirement, saving for education, and employee and executive benefits. Tony has over 20 years of planning expertise.