Northwestern Mutual Private Client Group

Geoffrey Schaefer

Geoffrey Thomas Schaefer

Wealth Management Advisor

Dunn Perrault & Associates
  • CFP®
  • CA License: #0K89218

555 Middle Creek Pkwy Ste 380,
Colorado Springs, CO 80921

719-578-4001
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About my practice

My team's goal is to be the center of our client's financial lives and to relieve the stress that finances can bring so client's can focus on their priorities. I value family, faith and hard work and enjoy working with clients who share those values. As a team, we specialize in comprehensive planning for military officers, business owners, medical professionals, accountants and active retirees.

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Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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