Get to know our dedicated team
Our team of expert professionals is committed to providing the best client service experience. Together, we strive to develop trusted relationships with clients. Our team is detail-oriented and able to identify the complex aspects of personal and business needs analysis. Through the Network, we have access to a wide array of specialists that offer advanced expertise, and together, we create the solid financial framework to help clients achieve their goals.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!
Beverly Katz
Marketing and Client Relations Specialist
Network of Specialists
My Network of Specialists and I help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Sophisticated Planning Strategies Team
We partner with a dedicated team of experts from Northwestern Mutual's home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.
Wealth Planning Attorneys
Anh Bishop
J.D., CFP®
Kevin Donovan
J.D.
Carolyn Brannan England
J.D.
Anna Lantelme
J.D.
Eva Victor
J.D., LL.M.
LaToya Wilson
J.D.
Alyssa J. Chance
J.D., CFP®, CLU®
Danielle Johnson
J.D.
Andrew Neville
J.D.
Wealth Planning Analysts
Megan Cox
CFP®
Tyler Link
CFP®, ChFC®
Adam Molitor
CFP®
Stefanie Nolte
CPA
Dan Sievert
ChFC®, CLTC®
Salvador Carranza Jr.
CFP®
Michael Rufer
CFP®, ChFC® , CLU®
Tax Planning Consultants
Jim Klaffer
CPA
Matt Boyd
CPA
Chelsea Zhao
CPA