Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Jim Fitzgerald
CFP®, CLU®, ChFC®, MSFS, CPWA®
Estate & Business Planning Specialist
Jim Fitzgerald owns an integrated financial planning practice and has been providing solutions in the areas of wealth management and insurance planning for high net worth individuals for over 30 years. As the Estate & Business Planning Specialist, Jim works with business owners, professionals, and executives on comprehensive financial planning, business succession planning, and estate planning.
Mike Ellis
CPA
Wealth Management Advisor
Mike Ellis works closely with clients to understand their goals and then build customized financial recommendations. As a CPA and former CFO, Mike has the experience to best advise individuals on their investment, insurance, and estate planning needs. For businesses, my team's focus is 401(k) retirement plans, group benefits and business succession planning.