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.
Wealth Planning Attorneys
Anh Bishop,J.D., CFP®
Kevin Donovan,J.D.
Carolyn Brannan England,J.D.
Anna Lantelme,J.D.
Eva Victor,J.D., LL.M.
LaToya Wilson,J.D.
Alyssa J. Chance,J.D., CFP®, CLU®
Danielle Johnson,J.D.
Andrew Neville,J.D.
Wealth Planning Analysts
Megan Cox,CFP®
Tyler Link,CFP®, ChFC®
Adam Molitor,CFP®
Stefanie Nolte,CPA
Dan Sievert, ChFC®, CLTC®
Salvador Carranza Jr., CFP®
Michael Rufer,CFP®, ChFC®, CLU®
Tax Planning Consultants
Jim Klaffer,CPA
Matt Boyd,CPA
Chelsea Zhao,CPA
Northwestern Mutual (including the Sophisticated Planning Strategies team) and its agents, employees, subsidiaries, and affiliates, do not and cannot give legal, accounting, or tax advice. Clients should seek advice regarding their particular circumstances from an independent legal, accounting, or tax advisor.