Discover Wealth Beyond Money
Alex Taylor Morgan
Financial Advisor
We Are Excited to Meet You
Our dedicated team of advisors and operations professionals are committed to guiding you toward financial success and holistic well-being. In the photo above, you’ll see the faces behind our mission. Our skilled advisors bring diverse expertise in financial management and personalized coaching to help you align your financial decisions with your values and long-term goals. Each advisor is passionate about providing tailored advice that empowers you to make informed choices and achieve lasting financial security.
Our administrative team works tirelessly to ensure seamless operations and exceptional support, making your experience as smooth and rewarding as possible. Their attention to detail and commitment to excellence ensure that every interaction with our firm is efficient and pleasant. Together, we offer a comprehensive approach to financial planning that focuses on wealth management and the enrichment of your experiences, relationships, and personal growth.
Get to Know Our Team
Falon Bridwell
Insurance Operations Manager
As the Head of Insurance Operations, Falon excels in managing the administrative facets of our insurance services. Falon ensures the seamless execution of daily operations and the efficient handling of client inquiries. Falon's dedication to precision and client satisfaction helps us provide top-notch insurance solutions tailored to individual needs. Reach out to Falon for professional support and expert guidance in navigating your insurance requirements.
Adalina Faith Solis
Investment Operations Manager
As the Head of Investment Operations, Adalina brings extensive experience to ensure smooth and efficient operations. She skillfully manages the administrative aspects of our investment services, addressing client inquiries, and supporting personalized investment solutions. For expert assistance and seamless coordination, for investment related inquiries, reach out to Adalina. Her dedication ensures a rewarding experience for all our clients.
A Network of Specialists at Your Service
At Northwestern Mutual, I am proud to be part of a comprehensive network of specialists. Together, we collaborate, share insights and uphold common values, leveraging our collective expertise to guide you towards achieving your personal dream of financial security. Our unified approach ensures that you receive the best possible advice and support tailored to your unique financial needs and goals.
