Expert Guidance for Your Financial Journey
Mark J. Richards
Financial Advisor
Building Financial Success, Together
Meet our Team
Our team believes that financial confidence comes from having an open dialogue about your financial situation that is based in understanding and education. We leverage our expertise with your goals to create a comprehensive financial plan that lifts your burdens and leads you to financial success.
James P Grogan
CLU®
Managing Director
My mission is to help successful professionals and business owners match their needs with financial solutions through open, honest relationships.
Christopher D Carlson
WMCP®
Wealth Management Advisor
Chris started his career at NM in 2007 as it offered a chance to do what he enjoys most in life: helping people. As the financial world becomes more complex, he takes pride in helping clients create financial plans that simplify their most important objectives. He lives in Mequon with his wife Cassie and their two kids, and they are excited to build more relationships in their community.
William M Boyle
CFP®
Wealth Management Advisor
Calling oneself a professional doesn't really make one a professional. As a Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert. I have worked hard to establish a reputation as a respected professional.
