We help our clients choose how to live their best lives.

Team
 
Our Mission

We become trusted advisors to affluent families, decision makers, business owners, and retirees by providing a personalized approach and comprehensive strategy to financial planning. Through clear communication, professional service and financial education, we take time to build unique relationships and meet our clients' needs while securing confidence in their future.

1. We start with discovery.

Our team will work to understand your current circumstances and support your personal, business and financial goals. Whether you're looking to protect, grow or transfer wealth for the future, we do more than determine a planning solution; we will build a strategy that is right for you. 

2. We guide decision-making.

Financial planning doesn't happen by chance; it is the product of sound decision-making and requires a commitment — yours and ours. As issues arise, we act as a wise sounding board for ideas that you are considering and educate you with options to balance your short-term needs with your long-term objectives.

3. We deliver results.

We keep you on track. Our team cares more about you and your money than anyone who doesn't share your last name. Let us help you ensure that your financial future exceeds your expectations.

Shawn W Phelps, MBA

Wealth Management Advisor

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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