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Sophisticated Planning Strategies Team

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.


Leadership Team

Brian Henning J.D.

Vice President

Kelli J. StilesJ.D.

Vice President

Lisa Belli-Fuchs CPA

Senior Director

Attorneys

Anh Bishop,J.D., CFP®

Carolyn Brannan England,J.D.

Alyssa Chance,J.D., CFP®

Robert J. Hopkins,J.D., CLU®, ChFC®, CFP®

Eva Victor,J.D., LL.M.

Analysts

Matt Boyd,CPA

Naveen Dharmalingam,CFA®, CFP®, CLU®, ChFC®

Tina Farhat,CFP®, WMCP®, RICP®

Jim Klaffer headshot

Jim Klaffer,CPA

Tyler Link,CFP®, ChFC®

Adam Molitor,CFP®

Stefanie Nolte,CPA

Dan Sievert, CLTC®

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long–term care benefits) and its subsidiaries. Northwestern Mutual Investment Services, LLC, (investment brokerage services) subsidiary of NM, broker–dealer, registered investment advisor, member FINRA (finra.org) and SIPC (sipc.org). Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, (investment advisory and trust services) subsidiary of NM and federal savings bank.