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.

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Taylor Reeve

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.

Photo of Wealth Management Advisor Jared A. Dosch

Jared A. Dosch

CLU®, ChSNC®, CFP®

Wealth Management Advisor

Photo of Wealth Management Advisor Jon D. Cross

Jon D. Cross

CFP®, CLU®, ChFC®

Wealth Management Advisor

Jon Cross is a 20+ year veteran of Northwestern Mutual, and President of The Cross Wealth Management Group. Not only does Jon serve his clients every day with integrity and expert guidance, he also is a father of two daughters, and an active musician. Jon and his team are passionate about helping people achieve their goals, and live life with clarity and certainty.
Photo of Wealth Management Advisor Shawn W Phelps

Shawn W Phelps

MBA

Wealth Management Advisor

We help affluent families, decision makers, business owners, and retirees by delivering a holistic understanding of your unique financial situation and creating a comprehensive plan to help you reach goals, building trust through integrity. Providing clear communication, professional service and financial education, we take time to develop relationships and meet your needs for future confidence.