Jamie Sharples, CFP®, CLU®, ChFC®

Wealth Management Advisor

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 and 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

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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