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.
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.
Daniel R Neary
CLU®, ChFC®, RICP®, CFP®
Long Term Care Specialist
The Neary Wealth Management Group wants to know who you are, what you care about, and what you ultimately want from life. Our comprehensive financial plans are completely customized, and we’ll walk with you along your entire path to financial security, implementing your strategies and revisiting your plan as needed throughout life’s twists and turns. www.neary-wealth.com
Shawn W Phelps
MBA
Estate & Business Planning Specialist
We help affluent families, decision makers, business owners, and retirees by delivering a holistic understanding of your unique financial situation and creating a comprehensive plan to help you reach goals, building trust through integrity. Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs for future confidence.