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.
Nigel Roberts
CFA®, CFP®
Financial Advisor
Nigel Roberts is a Financial Advisor with Northwestern Mutual. In this role he works with his clients to understand their current financial picture, identify specific goals that align with their core values and build a strategic plan to help achieve those goals. Nigel meets with his clients periodically to review and adjust the strategy so it remains current and reflects their vision for the future.
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.
Brian M Jones
CPA, PFS, CFP®, CLU®, CLTC®
Principal and Wealth Management Advisor
The Jones Financial Group is a specialized fee-based professional team, with backgrounds and experiences including CFP®s, MBAs, CPA®, CLU®s, CFAs, CLTCs, JDs, investment and retirement specialists. We create well-coordinated planning, investment, and risk management strategies for our valued clients, businesses and families throughout the USA. Contact us to schedule a complimentary meeting!
Robert D Davey
CLU®, ChFC®
Long Term Care Specialist
As a Northwestern Mutual Wealth Management Advisor, Bob Davey's mission is to help you achieve financial security for your family or business. Bob and his team will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them.
