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

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck