Our Mission
Develop Dreams, Enrich Lives and Secure Legacies
Our Values
Purpose: To live a life by design
Integrity: By doing the right thing, no matter what
Achievement: Accomplishment of high standards
Impact: Having a positive effect on our families, teams and communities
Client Testimonial
My experience with Northwestern Mutual with Lindsey Swenson and Sam Theobald has been very fruitful yet comforting. I had been considering retiring for a few years but felt uncomfortable actually facing the decision and pulling the trigger. My wife and I met with several different financial advisors to get their opinion as they reviewed our financial situation. It wasn't until we met with Sam and Lindsey that we got a very clear picture of what retirement would look like for us. They detailed a financial schedule for us like no other consultant. After meeting with them, we could finally predict a year by year financial outline that we were comfortable with. After understanding the future outline, Lindsey told me one day "You are going to retire on this day. And, this is what the first year looks like, and the second year, and the third year, and so on - very detailed! And this is what you are going to be able to do - travel, spend more time with your kids, have some fun hobbies, and do these things without worrying about where the money is coming from. You will have this budget and it will take care of you. And you can feel at ease that your kids will be taken care of too." I can't tell you how amazing my wife and I felt that day as we left their office. We went out to dinner and celebrated. But, it took them actually telling us, in a very detailed fashion - 'This is what you are going to do', for us to believe that it was actually possible.
Client Testimonial
We've had the privilege of working with Sam and Lindsey for many years now. My wife and I each own our own business and have 2 children which requires a lot of planning and communication. Thankfully, Sam and Lindsey are so organized and knowledgeable that it allows us to be on track for our current and future goals. Their expertise from financial planning, 401k planning, life insurance and so much more gives us peace of mind that our family, and our businesses, are in the right hands. They are always available to answer our questions and spend time to ensure we have everything needed to be successful. They are simply the best around!
Lending a hand in my community.
As part of Northwestern Mutual, we're 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:
Donut Dash 2022
Fundraiser for Alex's Lemonade Stand

Rake the Town
Helping out elderly and disabled community members

Camp Bring it On!
Chairty Golf Tournament

Here are my areas of expertise
Investment Planning & Strategies
Life Insurance Strategies
Estate Planning
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning
Disability Planning