About Our Firm

 

Landon, our founding partner and lead advisor, brings a wealth of knowledge to our firm. Before joining Northwestern Mutual in 2022, he graduated from the University of Minnesota's Carlson School of Management and worked for several years in public accounting at Deloitte. 

We specialize in hands-on collaboration with clients to develop and manage comprehensive financial plans. Our firm serves individuals at or nearing retirement, their successors, and younger clients in high-level management or executive positions. We thrive on working with clients who are ambitious, success-driven, and open to innovative ideas.

Our holistic approach integrates the five pillars of financial planning—investment management, tax efficient strategies, insurance planning, retirement planning, and estate planning. Each element is woven into a customized roadmap tailored to each client, maximizing the potential for retirement success through the thoughtful combination of investment growth and actuarial science.

How Are We Different?

In today's noisy financial industry, it's crucial to understand what to expect from your financial advising team. We simplify this by categorizing advisors based on their focus in the five key pillars of financial planning.

 

Types of Advisors:

 

  1. Investment Manager

    • What they do: Manage investment portfolios and estimate retirement dates.
    • What they don't do: Tax planning, estate planning, retirement distribution, and insurance planning.

  2. Insurance Agent

    • What they do: Provide life, disability, long-term care, and property & casualty insurance.
    • What they don't do: Tax planning, investment management, retirement distribution, and estate planning.

  3. Holistic Financial Planner

    • What they do: Comprehensive services including investment management, retirement distribution planning, tax planning, estate planning, and insurance planning.
    • What they don't do: Very little is outside the expertise of their team. 

We believe a team is good if they cover 2-3 pillars, great if they address 4, and world-class if they manage all 5. At our firm, we pride ourselves on providing holistic financial planning for our clients.

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