Lori A Henson
Wealth Management Advisor
Get to know my dedicated team
Life can get complicated and overwhelming at times. My mission is to help clients achieve clarity to make choices in their lives that eliminate regret. To that end, we have candid and enlightening conversations that reveal their fears as well as their dreams and goals. We then implement strategies that include regular reviews and adjustments as situations change.
My passion is helping people visualize their retirement, discuss what their days will be like, and position their assets and insurance protection accordingly. While we can't control the future, I feel people shouldn't have to worry once they've retired. Having discussions years in advance can make all the difference in the actual retirement experience.
My team members and I work seamlessly to streamline all aspects of our client experience. This includes plan development, scheduling, onboarding, website enrollment and orientation, as well as ongoing account maintenance.
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.
Brian A LaValle
CFP®, CLU®, MBA, RICP®
Co-Founder and Private Wealth Advisor
Brian joined Northwestern Mutual in 2003. Throughout his career, watching markets rise and fall, he has constructed a unique and highly successful approach to comprehensive financial planning and wealth management. Brian finds great joy in knowing his clients, discovering their ‘why’ and protecting what's important to them. Brian loves the outdoors and spending time with family.
Kevin S Dooley
CFP®, CLU®, ChFC®, CASL®, CAP®
Wealth Management Advisor
The purpose of the Dooley team of financial professionals is to help our clients achieve a high quality of financial life. Our goal is to honor God through the use of our talents, creating options and choices to guide our clients in making wise decisions. Kevin Dooley believes that financial success does not happen by chance, but rather through intentional choice.