Moe Modjeski
Financial Advisor|CPA, CLU®, ChFC®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
I have been fortunate in my career to have been able to represent two preeminent firms in their respective industries. Price Waterhouse (now PWC) and Northwestern Mutual.
Working with Price Waterhouse, I obtained my first professional designation of Certified Public Accountant (CPA), now inactive. There I developed my skill set in the understanding of emerging business clients, the lifecycles of those businesses and gaining insight into the mindset of entrepreneurs.
Making the career change to become a Financial Advisor with Northwestern Mutual and Northwestern Mutual Investment Services, LLC (NMIS), my experience led me to focus my practice on working with executives, professionals and closely held businesses. Along the way, I earned the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
I am recognized throughout the Northwestern Mutual system for my expertise in Group Disability, while also using the complementary individual Disability Income insurance, in addition to assisting my clients with other insurance and planning strategies in employee and executive benefits and qualified retirement plans.
Associations and Memberships
- National Association of Insurance and Financial Advisors (NAIFA)
- Finseca (Financial Security for All)
Years of Experience
Representing Northwestern Mutual since 1994
Education
Bachelors Degree (BS/BA) in Accounting from the University of Arizona
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
