Our Mission

Our team’s mission is to be the pathway through which our clients can achieve their financial vision.  First we educate you and help design a financial roadmap that is unique to you.  We then help execute that plan with the tools and strategies we have at our disposal.  Finally, we will help advocate for you throughout your financial journey, always acting as your guide as you walk down that path.

In my role as Managing Director I am looking to build a Center of Excellence in the Mequon, and greater Southeastern Wisconsin area, providing financial security to the communities that we serve.

A Financial Plan Should Grow With You

Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

I can help you identify your financial goals today, and create a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future for the people you care about most.


Financial Security Planning

I can help clients achieve their goals with our comprehensive approach to personalized financial planning.

 


Investing

When investing, it's important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it's so important to spread investments across various asset classes.


For Business Owners

I can help business owners achieve their goals with our integrated approach to planning for every stage of the business.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Nicholas Walls, J.D.

Managing Director

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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