Building Financial Gameplans
People First
At the heart of our approach is a simple yet powerful belief: financial planning isn't about transactions—it's about transformative relationships. We're not just managing money; we're supporting dreams, protecting families, and creating pathways to meaningful futures. Each team member brings a unique perspective and a shared commitment to putting people first, viewing our work as a calling rather than just a profession.
Our diverse backgrounds and collective experience converge on one mission: to understand your story, champion your goals, and provide guidance that goes beyond spreadsheets and strategies. We're here to listen, support, and empower you every step of the way.
Libby Helverson
Executive Assistant
Before joining Northwestern Mutual in 2024, Libby earned a 🎓bachelor’s degree in marketing and Sports Communication from Drake University, where she played soccer ⚽. Her experience as a student-athlete strengthened her passion for teamwork and discipline—values she shares with Kirk through their mutual love of sports. She later earned her 🎓master’s in leadership management from Florida Gulf Coast University.
Libby approaches everything she does with determination and a commitment to continuous growth. With a strong marketing background and a passion for helping others, she ensures our clients always come first, responding quickly and attentively to their needs. Her positive energy and enthusiasm make her an uplifting presence both in and out of the office.
Outside of work, Libby loves spending time with her friends and large family. Whether lending a helping hand or simply connecting with others, she finds joy in building relationships and making a meaningful impact. 🤝