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.

 
Jim Fitzgerald, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, MSFS

Jim Fitzgerald, CFP®, CLU®, ChFC®, MSFS

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
Mark E Boddy, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, RICP<sup>®</sup>, CLTC<sup>®</sup>

Mark E Boddy, CFP®, CLU®, ChFC®, RICP®, CLTC®

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.
 
Michael S Ellis, CPA

Michael S Ellis, CPA

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.
 

Dale A Baake

Financial Advisor

 

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