Get to know my dedicated team
We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.
Stephen Finney
CLTC®
Financial Advisor
As a new father, I view financial planning differently. My mission is to change my family tree--and protect my family's future while saving for our retirement and giving to others. I promise to be dedicated to you and your family's goals, and to serve you like a family member.
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.
Clay Brinson
CFP®
Retirement Planning Specialist
Clay Brinson is a top Northwestern Mutual Retirement Planning Specialist. A graduate of Georgia Institute of Technology, he joined the company in 2005 and helps businesses navigate the complicated process of corporate retirement planning. He has earned the industry’s most notable awards including the Financial Times's 401k Top Retirement Advisor in 2018 and 2019.
Kelly C Penn
CLU®, CASL®, RICP®
Financial Advisor
Financial Advisor with Northwestern Mutual who helps clients create, achieve, and maintain financial security.
