My Mission

Our team is focused to help you with your important financial security needs. Through our process of listening to you, we will develop custom analyses and recommendations specific to your goals. We specialize in insurance protection, retirement savings and income strategies, investment allocation and education savings. Our client representation encompasses the personal, business and estate marketplace. We are dedicated to providing you with the highest quality financial solutions, and offering you service in the most professional manner.


Patrick Whalen wins Community Service Award from the Northwestern Mutual Foundation

The Order of Malta - Federal Association is receiving a $10,000 grant from the Northwestern Mutual Foundation in recognition of financial representative Patrick Whalen,CLU’s outstanding volunteer involvement as part of the company’s 16th annual national Community Service Award program. Whalen is one of 25 financial representatives being recognized as top volunteers. Through the program funded by the Northwestern Mutual Foundation, more than $275,000 will be donated this year to various nonprofit organizations nationwide.

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.


My colleague, Kyle Kaschak, and I have aligned ourselves together since 2012. I'm pleased to work alongside a young professional who, along with me, is passionate about helping clients protect and realize their financial security. We have a commitment to offering you a personalized financial security firm in order to give you exceptional value for your insurance and investments.


Patrick D Whalen, CLU®, ChFC®

Financial Representative

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

The Power of Dividends

When purchasing any type of insurance, one of the things to consider is the company’s history of paying dividends. Learn why Northwestern Mutual’s industry-leading dividend payouts add flexibility and value in your financial security plan. 
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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck