Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Benjamin Voigt
CFP®, CLU®, RICP®, CPWA®
Wealth Management Advisor
I believe that one of the most important parts of financial planning is removing the fear and anxiety that people have about money. As a founding member of Heritage Planning Partners, I specialize in financial planning and wealth management for business owners, financial services professionals, and executives. I want to help you live without regret or worry so you can focus on your future.
Jeff Freedman
CFP®
Financial Representative
I specialize working with very busy, successful people to build and implement financial plans that focus on them spending their time the way they want and helping to ensure their funds last throughout retirement. Our team helps identify where you are today, where you want to be, and create the path for you to get there.
Marc Adam Rosenberg
CFP®, CLU®
Wealth Management Advisor
I am here to build a lasting relationship with you. We will help you plan for buying your first home, sending your kids to college, and ultimately distributing wealth in retirement. We help our clients reach their goals faster and more successfully by educating them about their options and helping them feel confident in their decisions.
Scott R Evans
CLU®
Wealth Management Advisor
Scott is a highly skilled financial representative with over 15 years of experience in the industry. He has a deep understanding of the financial markets and a commitment to providing personalized financial solutions. Scott has established a reputation for being knowledgeable and dependable and is constantly updating his knowledge to better serve you!