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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 headshot

Anh Bishop,J.D., CFP®

Kevin Donovan headshot

Kevin Donovan,J.D.

Carolyn Brannan England headshot

Carolyn Brannan England,J.D.

Anna Lantelme headshot

Anna Lantelme,J.D.

Eva Victor headshot

Eva Victor,J.D., LL.M.

LaToya Wilson headshot

LaToya Wilson,J.D.

Alyssa J. Chance headshot

Alyssa J. Chance,J.D., CFP®, CLU®

Danielle Johnson headshot

Danielle Johnson,J.D.

Andrew Neville headshot

Andrew Neville,J.D.

Wealth Planning Analysts

Megan Cox headshot

Megan Cox,CFP®

Tyler Link headshot

Tyler Link,CFP®, ChFC®

Adam Molitor headshot

Adam Molitor,CFP®

Stefanie Nolte headshot

Stefanie Nolte,CPA

Dan Sievert headshot

Dan Sievert, ChFC®, CLTC®

Salvador Carranza headshot

Salvador Carranza Jr., CFP®

Michael Rufer headshot

Michael Rufer,CFP®, ChFC®, CLU®

Tax Planning Consultants

Jim Klaffer headshot

Jim Klaffer,CPA

Matt Boyd headshot

Matt Boyd,CPA

Chelsea Zhao headshot

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.