Get to know my dedicated team

No single professional has all the answers.  As the primary relationship manager, I call upon my team and the skilled specialists I am fortunate to call colleagues to leverage their extensive experience, educational pedigree and ethical commitment to help ensure our clients are receiving the best advice and responsive service. 

If you need to schedule an appointment or request any other service, please let us know.

Photo of Associate Financial Representative Jared Wallace

Jared Wallace

Associate Financial Representative

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 Estate & Business Planning Specialist John C Carlos

John C Carlos

J.D.

Estate & Business Planning Specialist