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Advanced Planning 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 headshot

Brian Henning J.D.

Vice President

Kelli J. Stiles headshot

Kelli J. StilesJ.D.

Vice President

Meena Kotak headshot

Meena KotakJ.D.

Senior Director

Attorneys

Anh Bishop headshot

Anh Bishop,J.D., CFP®

Carolyn Brannan England headshot

Carolyn Brannan England,J.D.

Alyssa Chance headshot

Alyssa Chance,J.D., CFP®

Rick Holman headshot

Rick Holman,J.D., CFP®, CLU®

Eva Victor headshot

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

Latoya Wilson headshot

Latoya Wilson,J.D.

Analysts

Matt Boyd headshot

Matt Boyd,CPA

Tina Farhat headshot

Tina Farhat,CFP®, WMCP®, RICP®

Jim Klaffer headshot

Jim Klaffer,CPA

Tyler Link headshot

Tyler Link,CFP®, ChFC®

Adam Molitor headshot

Adam Molitor,CFP®

Stefanie Nolte headshot

Stefanie Nolte,CPA

Dan Sievert headshot

Dan Sievert, CLTC®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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.