Helping you live your best life.

My calling as Financial Advisor came to me as a college intern with Northwestern Mutual in my hometown of Williamsburg, Virginia.  Since then, I've made it my mission to work with leaders in various industries around specific areas of planning that they find both interesting and relevant - often helping them become aware of strategies they didn't know existed and to see what's possible.

Tracy Cantara, Stephanie Crago, Alexis Trott

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Client Testimonial

My wife and I were in our mid 50’s and had a financial advisor but we were not super happy with the plan or approach. We were invited to talk with Stephanie Crago to see if she might be able to assist us with our financial plan. We agreed to our first chat, and we are so glad we did! From then until now, several years later we feel like we finally found someone who is super professional, understanding and incredibly smart. The experience coupled with the history and reputation of Northwestern Mutual is exactly what we needed as we approach the “exit ramp” of our working years. The tools, expertise and approach NW Mutual provide give us the confidence that we need and the assurance that we will be able to transition into our next phase of life knowing we will be able to enjoy our family, travel and more! Our only regret is that we didn’t meet her earlier.

Michael Beatty, Client | Lieutenant Colonel, US Army (Ret)/Mgmt Analyst,DoD | Roseland, Virginia

Client Testimonial

We can't say enough positive things about our experience with Northwestern Mutual! Their team of financial advisors is knowledgeable, supportive, and truly dedicated to helping clients achieve their financial goals. From the initial consultation to ongoing support, they provided tailored strategies that have made a significant difference in our financial situation. We appreciate their proactive approach and the personalized attention that we received. Thanks to Stephanie and her team, we feel more confident about our financial future and better prepared for whatever comes next. Highly recommend!

Brion & Becky, Client

Client Testimonial

Working with Northwestern Mutual, specifically Stephanie Crago, CFP®, CLU®, ChFC®, RICP® and Tracy Cantara, CLU®, ChFC®, RICP® (Associate Financial Advisor for Stephanie Crago) has been an overwhelmingly positive experience for my family and me. Stephanie has guided us towards financial freedom while also ensuring our life policies match where we are both professionally and personally. Stephanie also made it perfectly clear where we stand financially, what we needed to accomplish now and out into the future while providing us with an achievable roadmap to get there. Talking about money and investments can be daunting and uncomfortable--neither Stephanie nor Tracy have ever made it anything but enjoyable and incredibly informative. All in all, Stephanie Crago and her Team have our highest recommendation, and our only regret is that we didn't start working with them sooner!

Matthew T Smith, Client | Sr Analyst, Air Force Command
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Boost your financial knowledge.