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.

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Sandra M McCarthy

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.

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Denise Beaulier

CFP®, CLU®, RICP®, ChFC®, WMCP®

Wealth Management Advisor

I am a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) that works with a team of specialists to help our clients live for today as well as know that the next stage of their lives is on track for the life they envision. It is an entirely different strategy to “unwind” what we have saved vs. growing our investments to get to this point in our lives.
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Dustin Ashley

CLTC®

Wealth Management Advisor

As a part of the Lueder Financial Group, it is our mission to enrich the people and communities we serve. Our team partners with each of our clients to develop and implement a personalized financial plan that integrates risk management, wealth management, tax strategy, estate planning, and retirement income distribution through a single planning platform.
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Jerry David

MBA, RICP®, CFP®, AEP®, CPWA®

Estate & Business Planning Specialist

Prescient Financial Solutions helps individuals and businesses optimize the accumulation, protection, distribution and succession of their wealth by providing expertise in the interdependence of how all aspects of financial planning fit together
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Matt Lueder

CFP®, ChFC®, CLU®, CASL®, RICP®

President

Photo of Wealth Management Advisor Nicholas Walls

Nicholas Walls

J.D., CLTC®, CFP®

Wealth Management Advisor

My mission as a Wealth Management Advisor at Northwestern Mutual is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I focus on solutions that can help make financial goals a reality. I help find the right solutions for personal, family or business needs.