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.
 
Daniel R Neary, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Daniel R Neary, CLU®, ChFC®, CFP®

Wealth Management Advisor
 
Michael B Cohen

Michael B Cohen

Financial Advisor
 
Robert M. Roach, CLU<sup>®</sup>, ChFC<sup>®</sup>, AEP<sup>®</sup>

Robert M. Roach, CLU®, ChFC®, AEP®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Wealth Management Advisor
 
Shawn W Phelps, MBA

Shawn W Phelps, MBA

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Wealth Management Advisor
 
Travis J. Falk, CLU<sup>®</sup>, CFP<sup>®</sup>

Travis J. Falk, CLU®, CFP®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
 

Vicki M Cannon

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.
 

Christopher M Moore, CFP®

Wealth Management Advisor

 

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