Neven L Fox
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, AEP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Chad Burton
Financial Planning Analyst
Get to know my dedicated 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.
Dr. Rev. Mark L. Gurley M.Div M.Min
CLU®, ChFC®, CLTC®, CAP®
Financial Advisor
Mark's specialty is working with corporate and bank markets designing executive benefit plans to reward and retain key people that businesses cannot afford to lose. Additionally, he has designed a proprietary philanthropic benefit called The Legacy Life Executive Benefit that allows corporations to improve their earnings and giving. Mark handles estate and investment planning for corporate CEOs.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
