Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Daniel R Neary, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Daniel R Neary, CLU®, ChFC®, CFP®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
 
Jared A. Dosch, CLU<sup>®</sup>, ChSNC<sup>®</sup>, CFP<sup>®</sup>

Jared A. Dosch, CLU®, ChSNC®, CFP®

Financial Representative
Wealth Management Advisor

Special Needs Specialists. He uses a four-step approach in working with his clients to understand complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term.

 
Michael B Cohen, CLU<sup>®</sup>

Michael B Cohen, CLU®

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 
Travis Falk, CLU<sup>®</sup>, CFP<sup>®</sup>

Travis Falk, CLU®, CFP®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
 

Shawn W Phelps, MBA
Wealth Management Advisor


River Tree Wealth Management

 

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