Expertise

When working on clients’ financial solutions, we understand we are dealing with their lives and their future. This is why knowledge and expertise are critical. Our financial representatives receive rigorous training and regularly attend continuing education programs. They draw upon the extensive resources of the Northwestern Mutual to customize solutions that suit clients’ individual personal or business needs by working closely with a team of specialists.

Our representatives use their knowledge to create a flexible yet tailored financial approach that can accommodate clients’ changing situations. And, they rely on the expertise of our specialists to offer complementary financial solutions including life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis.

With our incredible team of specialists we are able to offer fully comprehensive planning that cater to all stages of life to create the best financial future for our clients.

 

Jonathan David Teves

Jonathan David Teves
Annuity Specialist
Financial Advisor

Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.

 

Matthew J. Cutter, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Matthew J. Cutter, CLU®, ChFC®, CFP®
Disability Income Specialist
Wealth Management Advisor

Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.

 

Michael P. Ryan, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Michael P. Ryan, CFP®, CLU®, ChFC®
Disability Income Specialist
Financial Advisor

Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.

 

Paul Seymour Stadfeld, CFP<sup>®</sup>, CLU<sup>®</sup>, CLTC

Paul Seymour Stadfeld, CFP®, CLU®, CLTC
Life Insurance Specialist
Wealth Management Advisor

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.

 

Randy E Hall, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, RICP<sup>®</sup>

Randy E Hall, CFP®, CLU®, ChFC®, CASL®, RICP®
Annuity Specialist
Wealth Management Advisor

Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.

 

S Thomas Greeley, CLTC

S Thomas Greeley, CLTC
Long Term Care Specialist
Financial Advisor

Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.

 

 

 

 

 

 

 

 

 

Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

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