Our Mission

Our mission is to provide families, professionals, and businesses in the United States a safe and sophisticated place to connect their goals and finances, ultimately ensuring they are as streamlined as possible.  

That being said, as your financial partner, we know life never goes exactly how you planned it, but together we can reach your financial goals and make them a reality.  We specializing with professionals in oil and gas, real estate, legal, and medical fields.

Each client when working with us will receive a personalized, comprehensive financial plan utilizing our world-class technology and service platform to guide you in steps needed to create the most efficient path between your goals and finances. With our team’s expertise in the industry and transparency, our clients rest easy knowing they have formed a forever partnership, all supported by the power of Northwestern Mutual and Stu Schlemeyer’s team.

- M. Stu Schlemeyer

Close up of woman in deli with two workers in background

Our Values

Empowerment: We empower our clients to reach their maximum potential with transparent guidance with long-term support to achieve all financial dreams.

Honesty: Always doing what is right for our clients through comprehensive planning and utilizing the world-class services of Northwestern Mutual to ensure their financial security. We are individually accountable to create detailed plans to help our clients reach the highest level of success.

Impact: Making a difference in our clients lives and our community is our passion that we continue to strive for no matter what life throws your way.

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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