Our Mission

As a team of experts, our mission is to provide affluent individuals and successful businesses with strategies and advice to help clients achieve financial security and realize their dreams.

My team works closely with Steve Tennant of Tennant Financial to offer our clients a broad spectrum of Financial and Wealth Management services. 

 

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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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