My Team

Chris has been with Northwestern Mutual for over 26 years working with clients to establish prudent and effective financial strategies. By preparing a customized analysis for you, Chris and his team will create a financial plan designed to optimize your resources in line with your most important financial objectives.  We integrate insurance and investment strategies to prepare for the expected and unexpected.  Our comprehensive approach addresses multiple areas of concern such as retirement planning, multi-generational wealth transfer strategies, estate planning, and strategies to help minimize tax liabilities. 

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

 

 

 
Chelsea A Miller

Chelsea A Miller

Director of Operations and Client Service

Chelsea is our director of office operations.  She joined our office in April of 2015.  Her responsibilities include office management, facilitating underwriting for new and existing client's insurance coverages and client services.  Chelsea works to enhance the client experience by being attentive to your questions regarding insurance coverages and investment accounts.

 

 
Leslie Naumann

Leslie Naumann

Leslie is our Director of Client Relations and Marketing. She joined our office in February of 2022.  Leslie's primary responsibilities include scheduling appoinments, account servicing needs, marketing and social media management. Her role is to further improve our level of communication and service and provide additional support to our planning department.

 
 

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.