Sophisticated Planning Strategies Team
We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.
Wealth Planning Attorneys
Carolyn Brannan EnglandJ.D.
Gini HendricksonJ.D.
Danielle JohnsonJ.D.
Jamie KellyJ.D., LL.M, MBA, CFP®, CEPA®, CTFA
Anna LantelmeJ.D.
Alison LearyJ.D.
Eva VictorJ.D., LL.M.
LaToya WilsonJ.D.
Wealth Planning Analysts
Sydney HylandCFP®
Megan CoxCFP®
Tyler LinkCFP®, CLU®, ChFC®, CEPA®
Lorry RobertsonMBA, CFP®
Dan SievertCFP®, ChFC®, CLTC®
Salvador Carranza Jr. CFP®
Jenny Esquivel
Tax Planning Consultants
Matt BoydCPA
Brian DelVecchioCPA
Jim KlafferCPA
Paula HeidCPA
Erin WanskerCPA
Chelsea ZhaoCPA
Northwestern Mutual (including the Sophisticated Planning Strategies team) and its agents, employees, subsidiaries, and affiliates, do not and cannot give legal, accounting, or tax advice. Clients should seek advice regarding their particular circumstances from an independent legal, accounting, or tax advisor.