Helping you live your best life.

You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings.

Throughout your lifetime, my team will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.

My Mission

My mission is to make your retirement dreams a reality. First, we must learn to understand each other so that we can work side-by-side to create a bigger vision for your future. No matter where you see yourself headed, we can help you customize and implement strategies that meet you there.

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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

Boost your financial knowledge.

We’re top ranked by Forbes

Forbes has recognized Dan Owen as one of the top financial security professionals in North Carolina. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

2022 Forbes Best-In-State Wealth Advisors logo

Forbes Top Financial Security Professionals list (July 2023), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual(NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.