Sophisticated Planning Strategies Team
We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.
LEADERSHIP TEAM
Brian Henning J.D.
Vice President
Kelli J. Stiles J.D.
Vice President
Lisa Belli-Fuchs CPA®
Senior Director
ATTORNEYS
Anh Bishop J.D., CFP®
Carolyn Brannan England J.D.
Alyssa Chance J.D.
Patrick A. Hoffman J.D., LL.M
Robert J. Hopkins J.D., CLU®, CFP® ChFC®
Eva Victor J.D., LL.M.
ANALYSTS
Matt Boyd CPA®
Naveen Dharmalingam CFA®, CFP®, CLU®, ChFC®
Tina Farhat CFP®, WMCP®, RICP®
Tyler Link CFP® , ChFC®
Adam Molitor CFP®
Stefanie Nolte CPA®
Dan Sievert CLTC®
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, (fiduciary and fee-based financial planning services), subsidiary of NM and federal savings bank. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Contact Us:
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck