The Difference

Forget about finances, instead visualize your ideal life. Who are you with? What are you doing? How do you feel? Instead of telling you how great we are let us sit down on the same side of the table to co-create the path to your vision together.

Defy: to challenge something deemed impossible. Using a sequence we have refined and developed prioritizes the next critical action to progress from vagueness, to certainty, and from certainty to your desired 10/10 life.

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Areas of Focus

Retirement Planning & Income Strategies

Investment Planning & Strategies

Tax-Efficient Strategies

Estate Planning

Life Insurance Strategies

Disability Planning

Long-Term Care Planning

Business Planning & Succession

Financial Planning Team

Photo of Director of Operations Emma Hensley Jarvis

Emma Hensley Jarvis

Director of Operations

Photo of Investment Operations Benjamin Alan Darling

Benjamin Alan Darling

MBA

Investment Operations

Photo of Director of Financial Planning Sophie R DiPetrillo

Sophie R DiPetrillo

Director of Financial Planning

Photo of Director of Supervision Jamal Adeen Thomas

Jamal Adeen Thomas

Director of Supervision

Northwestern Mutual + Defy Capital

Affiliating with Northwestern mutual allows Defy Capital access to world class technology, advanced market experts, wealth, and risk management. 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4