Taylor J Bartels
Financial Advisor|B.S.
Money Made Simple, Plans Made Powerful
About me
I am a financial advisor passionate about helping professionals, businesses, and families take control of their money and build a life they’re excited about.
With a track record of working with driven individuals across the tech, healthcare, and business sectors, I specialize in simplifying complex financial decisions. Whether it’s navigating student loans, maximizing your retirement savings, or understanding work benefits, I’m here to help you create a plan that fits your goals — not just a generic template.
I believe financial planning should feel empowering, not overwhelming. That’s why I take a personal, education-first approach — giving you clarity, confidence, and a partner to keep you accountable along the way.
When I’m not working with clients, you can find me on the golf course, in the woods, or spending time with my family. I’m based in the Fox Valley of Wisconsin, but I work with clients all across the country.
Let’s make your goals real — one smart step at a time.
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.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
