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
Anh Bishop,J.D., CFP®
Carolyn Brannan England,J.D.
Jamie Kelly,J.D., LL.M, MBA, CFP®, CEPA®, CTFA
Anna Lantelme,J.D.
Eva Victor,J.D., LL.M.
LaToya Wilson,J.D.
Alyssa J. Chance,J.D., CFP®, CLU®
Danielle Johnson,J.D.
Wealth Planning Analysts
Megan Cox,CFP®
Tyler Link,CFP®, CLU®, ChFC®, CEPA®
Dan Sievert, ChFC®, CLTC®
Salvador Carranza Jr., CFP®
Tax Planning Consultants
Matt Boyd,CPA
Brian DelVecchio,MST, CPA
Jim Klaffer,CPA
Chelsea Zhao,CPA
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.