OUR TEAM

Our Wealth Management Team

We are here to serve your financial needs based on your values and goals. Together, we are committed to providing exceptional personalized service to all of our clients.

If you need assistance at any time, please contact us. We will respond promptly.

Photo of Wealth Management Advisor Mark Brooks

Mark Brooks

CPA, ChFC®

Wealth Management Advisor

mark.brooks@nm.com

Mark graduated from the University of Michigan Graduate School of Business and the Michigan State University Undergraduate School of Business. From there he went to work for Deloitte (previously Deloitte, Haskins and Sells) where he provided accounting and tax services to privately held businesses. He then joined the Northwestern Mutual Wealth Management Company as a wealth management advisor and financial advisor. Mark is a Chartered Financial Consultant (ChFC®) and Certified Public Accountant (CPA).

Photo of Associate Wealth Management Advisor Daniel L Anderson

Daniel L Anderson

Associate Wealth Management Advisor

daniel.l.anderson@nm.com

As one of our firm's client account managers, Dan enjoys providing our clients with excellent service. He is a big proponent of diligent preparation, attention to detail, and an empathy centered approach.

Dan holds Master's Degrees in Business and Finance from Walsh College and a Bachelor of Arts Degree from Michigan State University. Additionally, Dan brings a unique background and skill set to our team as a combat veteran who served in both Iraq and Afghanistan.

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 Wealth Management Advisor John D Kessler

John D Kessler

B.A., M.A., CLTC®

Wealth Management Advisor

john.kessler@nm.com

John Kessler has been a Wealth Management Advisor with Northwestern Mutual since 1997. Through strategic planning, John helps individuals, single family households, multi-generational families, and small business owners develop and implement flexible solutions. "A good financial plan is one that can adapt to changing needs." John's focus today includes portfolio management, with an emphasis on maximizing retirement income, and the efficient transfer of one's estate.

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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