Our Mission

“Our team is committed to providing comprehensive financial planning for our clients with a special focus on professional athletes, business owners, high net worth individuals and both the pre-retirement and retirement market.  We offer a personalized experience that provides financial clarity and helps deliver peace of mind.  Through the use of comprehensive planning and tax advantaged saving strategies, we allow our busy clients to focus their time on what matters most...their families, their businesses...and their legacies.”


Our Customized Planning Approach

Our planning experience is not a one-size fits all template, rather it’s tailored for each individual client. Your values and aspirations are unique, so it only makes sense that your path to financial security should be too. Our process is comprehensive and personalized for your circumstances – providing customized solutions that match your life stage and financial ability. But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now and execute the steps necessary to respond to whatever life brings.


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.

Jordan Arnold, CLTC

Financial Advisor

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.

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.


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