Dan A Leary IV
Wealth Management Advisor
Get to know our team
As a Financial Representative for the Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find the person who helps make it all happen.
Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.
Savanah Kellmer
Associate Wealth Management Advisor
Savanah has been working alongside Dan for the past 10 years and handles all of Dan’s investment clients, including account processing and servicing, and oversees operations for the office. She thrives off doing what she can to help Dan’s clients on a daily basis and loves building relationships. Savanah lives in Washington, Utah with her husband Trent, son Hayes, and daughters Mazie and Keylee.
Outside the office, she enjoys spending time as a family, being active together, afternoons by the pool in the summer, and game nights.
KC Lewis
Client Relations Manager
KC joined Dan's team in the fall of 2023 but has been with Northwestern Mutual for more than 12 years. She is in charge of client relationships, scheduling appointments, servicing Dan’s insurance clients, submitting applications and marketing. KC enjoys getting to know each of Dan's clients personally and helping them to fully understand their policies.
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.
Mike R Thomas
RICP®, CLU®
Financial Advisor
A previous small business owner, Mike has always been an entrepreneur at heart. He aims to improve people's financial fitness, help them achieve their goals, and support them in areas they need most.