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.
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck