Our Values

Our goal is to provide the best possible service for each one of our clients. We strive to maintain that goal by holding ourselves to values that we live and learn by. 

Team Photo
Team Values

Our Dedicated Team

If at any time, you have a concern, question, or need, don't hesitate to reach out to any one of our educated and dedicated team members.

Photo of Director of Operations Amy Stewart

Amy Stewart

Director of Operations

Photo of Financial Planning Analyst Graham Southwick

Graham Southwick

ChFC®

Financial Planning Analyst

Photo of Lexxington Ann Olsen

Lexxington Ann Olsen

Photo of Operations Associate Amanda Danson

Amanda Danson

Operations Associate

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.

Visit partner website

Alex's Lemonade Stand logo