Duane M Lara
Financial Advisor
Our mission is to provide financial security one relationship at a time.
614-221-0235 614-221-0235
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.
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.
Daniel R Neary
CLU®, ChFC®, RICP®, CFP®
Long Term Care Specialist
The Neary Wealth Management Group wants to know who you are, what you care about, and what you ultimately want from life. Our comprehensive financial plans are completely customized, and we’ll walk with you along your entire path to financial security, implementing your strategies and revisiting your plan as needed throughout life’s twists and turns. www.neary-wealth.com
Michael B Cohen
CLU®
Wealth Management Advisor
Michael has been with Northwestern Mutual for 17 years as a Financial Advisor. He specializes in a comprehensive Financial Planning process that involves risk management and wealth accumulation, among other services. Michael lives in Mansfield with his wife Kim and 2 boys, Maxton and Montgomery.
Shawn W Phelps
MBA
Estate & Business Planning Specialist
We help affluent families, decision makers, business owners, and retirees by delivering a holistic understanding of your unique financial situation and creating a comprehensive plan to help you reach goals, building trust through integrity. Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs for future confidence.
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, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4