Wendy Ann Thompson
Wealth Management Advisor|CFP®, RICP®, CLU®, ChFC®, CASL®
Building Wealth One Relationship at a Time
Your Financial Planning Team
Katy Dugal Simpson
Marketing Specialist
Strategic Partners
Our firm is fortunate to have established strategic partnerships with other advisors, enabling us to engage in joint work that fuels innovation and drives impactful solutions. We leverage each other's strengths, expertise, and resources through collaborative efforts to tackle complex challenges and seize exciting opportunities.
Delynn Dolan Alexander
Co-Founder and Private Wealth Advisor
My team specializes in holistic financial planning, helping clients accumulate assets with distribution in mind. To learn more about how we can help guide you down the path to achieving your financial goals, please visit my website.
Kurt Mattson
CFP®
Private Wealth Advisor and Founder
Kurt Mattson is a Wealth Management Advisor of Mattson & Associates and is associated with Northwestern Mutual. Kurt is a CFP® professional. Kurt and his team work with high-net worth clients and business owners in handling the unique needs and complexity that come with greater wealth. Focus includes estate and retirement planning, investments, wealth distribution, maximizing tax efficiency and business succession.
Mike F Campbell III
MSFS
Private Wealth Advisor
Since joining Northwestern Mutual in 1995, the mission of Mike Campbell’s team has been to guide business owners, professionals and families toward a successful realization of their financial security. Mike’s team of expert staff and network specialists have accomplished this mission repeatedly through respected and enduring client relationships.