At Northwestern Mutual, we are all self-employed business professionals. As such, we attract a wildly entrepreneurial spirit, and our practices are quite diverse. Some of our national partners consult in executive benefits planning exclusively to public companies or very large private corporations. Others work primarily with banks. Some are focused on buy-sell agreements, business succession strategies or estate planning. One thing, however, remains the same. These are some of the finest people we know, both at a human level and for their caring, creativity and brilliance in planning. Together, we bring the sharpest minds in the business to the table in planning for our clients' unique situations.
Alap Balkrishna Patel CFA®, CFP®
Wealth Management Advisor
Christina I Collins CFP®, CPWA®, CLU®, ChFC®, RICP®
Private Wealth Advisor
Christian Dill CFP®, CFA®, CLU®, ChFC®
Wealth Management Advisor
Rebecca L Bast CLU®, ChFC®
Founder and Private Wealth Advisor
Timothy E Radden CLU®, AEP®, ChFC®, CLTC®
Wealth Management Advisor
John R Adams CLU®, ChFC®, CASL®, RICP®, CFP®
Wealth Management Advisor
Scott E Ashline CLU®, ChFC®
Founder and Private Wealth Advisor
Michael Erpelding CLU®, ChFC®, RICP®
Founder and Private Wealth Advisor
Ed McGill CFP®, CLU®, ChFC®, AEP®, RICP®
Private Wealth Advisor
Jeffrey W Miller CLU®, ChFC®, AEP®
Founder President and Private Wealth Advisor
Walter F. Putnam CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC. OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™ AND CFP® (WITH FLAME DESIGN) IN THE U.S., WHICH IT AWARDS TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD'S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
THE CHARTERED ADVISOR FOR SENIOR LIVING (CASL®) DESIGNATION IS CONFERRED BY THE AMERICAN COLLEGE OF FINANCIAL SERVICES.