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I am a Certified Financial Planner with Northwestern Mutual, locally branded Lakeside Wealth Partners. We specialize in comprehensive financial planning for our clients at various stages in their lives. When clients work with us, the receive advice and recommendations that provide clarity, create excitement around planning and keep themselves and their families in positions of financial strength.
Successful people, driven business owners, decision makers.
Top referral for our team is individuals/couples nearing retirement. Typically they have done some sort of planning but might not have a resource to tie it all together in a rock-solid financial plan.
