My Mission
We empower our clients to create their most amazing future through a comprehensive and sophisticated planning process. We do whatever it takes to establish, strengthen and preserve our clients' peace of mind by being the advocate at the center of their financial lives and by reflecting our core values daily:
✔ Integrity
✔ Excellence
✔ Personal Responsibility
I joined Northwestern Mutual in July 2011 because of the unparalleled leadership and renowned reputation. I love being able to empower my clients to achieve their ultimate financial goals. My team’s greatest accomplishment would be that our clients would value the work that we do so much that they can’t help but tell their family and friends about us. At the end of our careers we’d love to look back and be able to tell one another “well done”, while also seeing the evidence of thousands of lives changed and goals achieved.
Not only do I get to make an impact in the lives of my clients, I have also been given the opportunity to grow a team of like-minded individuals to be successful financial representatives and wealth management advisors. I work diligently to mentor new representatives as they build their businesses. Balancing both of my roles I am able to help more people than I ever imagined.
What my clients can expect from me:
✔ Clear expectations
✔ Clear financial positioning
✔ Advocacy
✔ Intentional goal-setting
✔ Excellent support as client achieves their goals
My Team:
Kristin Kling | Director of Investment Operations
Laura Berkstresser | Director of Marketing and Client Services
