Our Mission Statement

Is to elevate the lives of our clients through EDUCATION and SERVANT LEADERSHIP while providing unwavering LOVE and support for our communities

"When the team came together to craft the mission statement, we were intentional about embedding our core values into every aspect of our work. These four pillars define who we are and guide everything we do. 

More than just words, we want our clients to not just see, but also be able to feel and, experience the impact we strive to create in all communities." - Annie Morton

Close up of baby's face with parents blurred in background

Through Our Core Values We Are Committed To:

Service: Serving our clients with dedication, integrity and personalized attention

Education: Empowering our clients through continuous education, fostering informed financial decisions

Leadership: Leading with vision and accountability, guiding our clients toward lasting financial security

Love: Approaching every relationship with genuine love and care ensuring our clients feel valued and supported 

“When asked about our ideal client, people often expect a simple answer—but the truth is, it really is that simple. We serve individuals, families, and business owners who align with our core values. Those who are open to being guided, are eager to learn, willing to be led, and who want to truly feel loved and supported throughout this journey.” - JP Henderson

What Sets Us Apart

 

Is our commitment to educating our clients on these 5 key strategies for long-term financial success:

  1. Maximizing the resources available to them
  2. Increasing their earning potential
  3. Protecting their income from various risk factors
  4. Saving and investing into assets that accumulate wealth
  5. Limiting their liabilities to effectively preserve and distribute wealth

"We really take pride in educating our clients on these five key strategies for true financial success. Our focus is not just on sharing information but on ensuring each client understands how these strategies fit into their broader financial game plan, empowering them to make informed decisions with confidence.” - Jabari Turner

 

Our Areas of Expertise

Financial Planning

Disability Planning

Life Insurance Strategies

Estate Planning

Retirement Planning & Income Strategies

Investment Planning & Strategies

Tax-Efficient Strategies

Education Planning & Funding

Meet the Dream 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.

A M

Annie Elizabeth Morton

Sales Execution Team Associate

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.

Photo of Managing Partner Corey D McQuade

Corey D McQuade

Managing Partner

Photo of Life Insurance Specialist John Francis Baker

John Francis Baker

CFP®, CLU®

Life Insurance Specialist

I understand that financial planning means something unique to everyone. I'll work with you to build a strategic plan for the future, complementing the good work you've already done to achieve your goals. I’m passionate about partnering with clients who love to travel and who appreciate the importance of high-quality education. Let's talk!

Photo of Private Wealth Analyst Alap Balkrishna Patel

Alap Balkrishna Patel

CFA®, CFP®

Private Wealth Analyst

Photo of Disability Income Specialist Bryce Alan Simon

Bryce Alan Simon

CFP®, ChFC®, RICP®, CLU®, WMCP®

Disability Income Specialist

Bryce joined Northwestern Mutual in 2008 and is now one of the founding members of Simon, Dill & Associates, a private wealth practice specializing in comprehensive financial planning and wealth management. Bryce has been a coach for Chicago’s Near West Side Little League for 13 years and enjoys salmon fishing, visiting national parks, and rare whiskies.

Photo of Financial Advisor Jabari H. Turner

Jabari H. Turner

M.A.

Financial Advisor

I'm on a mission to create generational wealth through empowered financial planning. If you are a medical professional, nonprofit or educational administrator, or a young family, I can provide the framework to move the needle and create financial security. Let's start the discussion.

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