Get to know my dedicated team
Together, my team and I are committed to providing you and your family, friends and businesses with exceptional customer service and distinguished financial guidance. You can count on us to be here today, and with you each year going forward.
We deliver a boutique experience and curate experiences that demonstrate our partnership and commitment to you, our clients, that keep us showing up every day with purpose.
If you need to schedule an appointment or request any other service, please reach out to us. We look forward to working with you!
Our mission is to combine advanced analytics with emotional insight to create personalized financial plans, empowering our clients to build lasting legacies & be remembered as icons for generations to come.
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.
Derek S Peterson
CFP®, CRPS®, QPFC
As an advisor for 25+ years I truly believe that integrating insurance and investments within a financial plan is the only way folks can protect what they have and grow what they need. I enjoy working with business owners and those who value the clarity of holistic financial planning.
Marty Glickman
CLU®, ChFC®, CLTC®
Long Term Care Specialist
My team and I have a niche national practice advising individuals, families and business on sophisticated retirement, investment and long-term care. Without these 'protect and grow' strategies, even the best financial plans can sometimes be vulnerable. This year, I'm celebrating my 40th year with Northwestern Mutual. I look forward to working with you and helping you achieve your financial dreams.