Helping You Create a Personalized Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start your family, educate your children and enter retirement. My goal is to help you create a values-based personalized financial plan that will help you reach your goals.

However, attaining financial security takes more than creating a plan; you also must act on your plan and evaluate and adjust it over time. Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

The Northwestern Mutual Difference

You have many options when choosing a financial representative. I feel very proud to associate myself with a company, like Northwestern Mutual, that is values-based and forward-thinking.

More than a century ago, our leaders had a simple but powerful vision for Northwestern Mutual – to build a company that aspired less to be large than to be safe, ranked first in benefits to policy owners rather than first in size and valued quality above quantity.

These beliefs, captured in an 1888 executive committee statement, are still true today. In fact, they helped shape many of the values that continue to define who we are. Ask anyone in the Northwestern Mutual family, and he or she will proudly tell you what we stand for.

I am committed to helping my clients. You can feel confident that your future will be more secure with my guidance and support.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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Client Testimonial

Stephanie Mansfield has been a tremendous asset to my financial literacy, understanding and growth. She always speaks in lamens terms and never makes me feel inadequate when there's a term or financial phrase that I don't understand. I have referred her to numerous friends and family. She has my full trust and I plan to continue to advance my portfolio with her office. She's also compassionate. I've had awesome and also sad events in my life and she doesn't brush them off, she treats me like a human and it means so much.

Tabnie Dozier, Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.