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.

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

Daniel R Neary, CLU®, ChFC®, CFP®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
 
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.
 
Douglas T Eastman, CLU<sup>®</sup>, ChFC<sup>®</sup>, RICP<sup>®</sup>, CFP<sup>®</sup>

Douglas T Eastman, CLU®, ChFC®, RICP®, CFP®

Annuity Specialist
Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.
 
Jared A. Dosch, CLU<sup>®</sup>, ChSNC<sup>®</sup>, CFP<sup>®</sup>

Jared A. Dosch, CLU®, ChSNC®, CFP®

Wealth Management Advisor

Our Special Needs Specialist uses a four step approach to help families with loved ones who have specials needs. He helps families understand and clarify their objectives, connect with other appropriate professionals, such as attorneys, and implement plans to give their families comfort.

 
Michael B Cohen, CLU<sup>®</sup>

Michael B Cohen, CLU®

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

Ryan E Rango, MBA

Financial Representative

 

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