Phoebe Story

Phoebe, originally from Concord, NH, joined Northwestern Mutual after completing her Master’s degree in Finance and working in the pharmaceutical industry. It is her passion to help others develop a strong sense of financial security while building meaningful relationships. She enjoys working with business owners, entrepreneurs, influencers, content creators, and those of-the-like. 

She has always had a passion for helping people grow and as an advisor she's able to do just that. Helping others meet their goals is what she is meant to do.

Outside of advising, Phoebe has a family that she loves spending time with. Her husband, two children, and their two dogs, enjoy adventuring outdoors to the mountains or beach. Traveling is a major passion. Quality time with loved ones is incredibly important to Phoebe and her family.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

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.