Jared A. Werksma

As a Financial Advisor for Northwestern Mutual my team and I focus on helping you protect the life you have, while preparing for the future you want.

Before opening my own practice with Northwestern Mutual I spent more than a decade as an investigative news reporter for network affiliates across the country. From 2006 to 2012 I spent much of my time discussing the Great Recession. What happened? How do you protect yourself from the things no one sees coming? Everything I learned brought me to Northwestern Mutual, first as a client, in 2008.

Now my team and I specialize in helping our clients understand the inherent risks of our modern economic times and how best to prepare. We help you maximize growth and liquidity while minimizing taxes and exposure to bear markets. We also show you how, with proper planning, market crashes like we saw in 2008 and 2020 can actually be opportunities to relish rather than catastrophes to fear.

If you’d like to start a dialogue please schedule some time to talk!

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.