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.

 


Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.