Scott A Goldstein
Wealth Management Advisor|CFP®, CLU®
Get to know my dedicated team
“Amazing!” It's the word I use to describe my team. They are dedicated and committed professionals whose top priority is your financial security. With the understanding that you have a full and busy life, they serve as an invaluable resource to support you with your insurance and investment needs.
Stacy A McNairy
Director of Insurance
Stacy began working with Scott in October 2015. She graduated from Indiana University in 1992 with a Bachelor of Arts degree in Telecommunications and Theatre. When she’s not working, Stacy enjoys watching films, going to plays, reading novels, dining out at new restaurants, and spending time with family and friends.
How can Stacy help you?
- Life/Disability/Long-term Care applications
- Policy information including inforce illustrations
- Billing/premium payment
- Change of address/moving
- Insurance online access
- Scheduling of medical exams
- Fee-based planning
- Schedule appointments
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Jennifer Levin
Director of Investments
Jennifer joined Scott’s team in April 2020. She has worked in the financial industry for 10 years. She graduated from Northeastern Illinois University with a Bachelor of Science degree in Business and Management.
When she’s not working, Jennifer enjoys helping animals, trying new restaurants, travelling, and decorating her new home which she shares with her husband, Aaron, and (cat) daughter, Rosie.
How can Jennifer help you?
- Advisory & Brokerage accounts
- All investment operations
Our Partners
Through Northwestern Mutual, we have access to a network of advisors and specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help meet our family and business clients’ needs.
Joseph M. Smith
CFP®, CLU®
Wealth Management Advisor
We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure the best suitable choices from the wide array of product and services available.
Richard Woo
CFP®, CLU®
Wealth Management Advisor
My mission is to love and serve God, family, friends, clients, as well as the multi-generations of people I will never see or meet and thereby make a profound impact on this world. My team will help you articulate your objectives as well as help you plan around those objectives using analysis, strategic thinking, insurance, and investments. We will then review your plan to make sure your on track.