Sophisticated Planning Strategies Team
We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.
Leadership Team
Brian Henning J.D.
Vice President
Kelli J. StilesJ.D.
Vice President
Lisa Belli-Fuchs CPA®
Senior Director
Attorneys
Anh Bishop,J.D., CFA®
Carolyn Brannan England,J.D.
Alyssa Chance,J.D.
Patrick A. Hoffman,J.D., LL.M
Robert J. Hopkins,J.D., CLU®, CFP®, ChFC®
Eva Victor,J.D., LL.M.
Analysts
Matt Boyd,CFA®
Naveen Dharmalingam,CFA®, CFP®, CLU®, ChFC®
Tina Farhat,CFP®, WMCP®, RICP®
Tyler Link,CFP®, ChFC®
Adam Molitor,CFP®
Stefanie Nolte,CFP®
Dan Sievert,CLTC®
NORTHWESTERN MUTUAL IS THE MARKETING NAME FOR THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY (NM), MILWAUKEE, WI (LIFE AND DISABILITY INSURANCE, ANNUITIES, AND LIFE INSURANCE WITH LONG-TERM CARE BENEFITS) AND ITS SUBSIDIARIES. NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY (NMWMC), MILWAUKEE, WI, (FIDUCIARY AND FEE-BASED FINANCIAL PLANNING SERVICES), SUBSIDIARY OF NM AND FEDERAL SAVINGS BANK. CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™ AND FEDERALLY REGISTERED CFP (WITH FLAME LOGO), WHICH IT AWARDS TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.