Plan Strategically. Live Confidently.

By Design.

Financial planning can often feel like an overwhelming endeavor with a lot of moving pieces. In reality, executing your plan on your own can be exactly that: a time-consuming, stressful, and burdensome process.

 

With all the different opinions and options, who do you trust? What’s best for your unique situation?

 

Our team’s mission is to empower & enable our clients, through a trusted relationship, to define, develop, and achieve their most meaningful objectives in life. A life by design, not by default.


 

We accomplish our mission by:

 

Creating clarity around your current circumstance and what your best future looks like. We work with you to define the gaps, then create a strategic plan to bridge them.

 

Breaking the planning process into simple, manageable steps that help align your plan with your milestones.

 

Developing and executing a financial plan that creates true financial freedom, strategic wealth creation and generational impact.

 

Delivering concierge-level service, so you don't have to stress over the details alone or unsupported.

 


 

Most of our clients initially have a lot of products and accounts with no real plan for how they all work together. This disconnect creates unnecessary tension and anxiety in your financial life that can easily spill over into your relationships at home and at work.

It is our honor and pleasure to help our clients reach a new level of excitement and security in their financial lives. If we can be a resource to you, please don’t hesitate to reach out to our office manager, Barb Hanus, to schedule your complimentary introduction.

Barb Hanus | barb.j.hanus@nm.com | 713.972.8062

Jamie Sharples, CFP®, CLU®, ChFC®

Wealth Management Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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