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.

Photo of Financial Advisor Kevin Whitmore

Kevin Whitmore

Financial Advisor

My comprehensive financial planning practice is located in beautiful downtown Petoskey, MI. My wife and I have lived in Petoskey since 2004. We have 5 children and 1 grandchild. I am dedicated to the fiduciary responsibility I have with my advisory clients, of prioritizing their best interests. We have access to elite life/disability/LTC products & world class wealth management platforms.

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.

Photo of Life Insurance Specialist Charles Samfilippo Jr

Charles Samfilippo Jr

CLU®, ChFC®, MSFS, AEP®

Life Insurance Specialist

For 50+ years, Charles has helped his clients achieve financial security with their families and businesses. Because you cannot predict the future, Charles will help you prepare for the best and worse case scenarios and create a long-term relationship based on quality service and integrity.
Photo of Disability Income Specialist David H Hall

David H Hall

CLU®, ChFC®

Disability Income Specialist

Photo of Long Term Care Specialist Gregory W. Farr

Gregory W. Farr

CLU®, ChFC®, CASL®, RICP®

Long Term Care Specialist

Photo of Estate & Business Planning Specialist John D. Folkert

John D. Folkert

CLU®

Estate & Business Planning Specialist