Strategic National Partners

At Northwestern Mutual, we are all self-employed business professionals. As such, we attract a wildly entrepreneurial spirit, and our practices are quite diverse. Some of our national partners consult in executive benefits planning exclusively to public companies or very large private corporations. Others work primarily with banks. Some are focused on buy-sell agreements, business succession strategies or estate planning. One thing, however, remains the same. These are some of the finest people we know, both at a human level and for their caring, creativity and brilliance in planning. Together, we bring the sharpest minds in the business to the table in planning for our clients' unique situations.

U.S. Map

Adam Riegel

Wellesley, MA

Adam Riegel CFP®, CLU®, AEP®

Wealth Management Advisor

Armen Khadiwala

Englewood, CO

Armen Khadiwala, CLU®

Wealth Management Advisor

Brad Baune

Mendota Heights, MN

Brad Baune, CLU®, ChFC®

Wealth Management Advisor

Curtis Estes

Los Angeles, CA

Curtis Estes, CFP®, CLU®, ChFC®

Wealth Management Advisor

DeShawn L Chapman

Richmond, VA

DeShawn L Chapman

Wealth Management Advisor

Doug Dawson

Houston, TX

Doug Dawson, CFP®, ChFC®, CLU®

Wealth Management Advisor

Ed McGill

Urbandale, IA

Ed McGill, CFP®, CLU®, ChFC®, AEP®, RICP®

Wealth Management Advisor

Jeff Peterson

San Francisco, CA

Jeff Peterson, CLU®, ChFC®

Wealth Management Advisor

Jeff Zorn

White Plains, NY

Jeff Zorn, CLU®, ChFC®

Financial Representative

Joe Guin

Vernon Hills, IL

Joe Guin, AWMA®

Wealth Management Advisor

John Adams

Akron, OH

John Adams, CLU®, ChFC®, CASL®, RICP®, CFP®

Wealth Management Advisor

John Folkert

Grand Rapids, MI

John Folkert, CLU®

Financial Representative

John White

Atlanta, GA

John White

Financial Advisor

Julie Prince

Seattle, WA

Julie Prince, CLU®

Wealth Management Advisor

Keith Wagner

Dallas, TX

Keith Wagner, CLU®

Wealth Management Advisor

Kevin Spahn

Lombard, IL

Kevin Spahn, J.D., CFP®, CLU®, ChFC®

Wealth Management Advisor

Laura Bouslough

Milwaukee, WI

Laura Bouslough

Financial Representative

Mike Erpelding

Edina, MN

Mike Erpelding, CLU®, ChFC®, RICP®

Wealth Management Advisor

Mike Sedjo

Edina, MN

Mike Sedjo, CFP®

Wealth Management Advisor

Nic Pakler

Manchester, NH

Nic Pakler, CFP®

Wealth Management Advisor

Noah Parris

Tulsa, OK

Noah Parris, CFP®, MBA, ChFC®, CLU®, RICP®

Financial Advisor

Pat Di Cerbo

Latham, NY

Pat Di Cerbo, CLU®, ChFC®, AEP®, MSFS, CFP®

Wealth Management Advisor

Paul Ludacka

Omaha, NE

Paul Ludacka, CLU®, ChFC®, CFP®

Wealth Management Advisor

Peter Tillinghast

Baltimore, MD

Peter Tillinghast, CLU®, ChFC®, CASL®, CFP®

Wealth Management Advisor

Rebecca Bast

Lutz, FL

Rebecca Bast, CLU®, ChFC®

Wealth Management Advisor

Scott Ashline

San Diego, CA

Scott Ashline, CLU®, ChFC®

Wealth Management Advisor

Scott Sparks

Denver, CO

Scott Sparks, CLU®, ChFC®, RICP®

Wealth Management Advisor

Steve Braun

Chicago, IL

Steve Braun, CLU®

Wealth Management Advisor

Ted Shanahan

Reston, VA

Ted Shanahan, MBA

Wealth Management Advisor

Tim Radden

Phoenix, AZ

Tim Radden, CLU®, AEP®, ChFC®, CLTC®

Wealth Management Advisor

Tom Lipscomb

Leakwood, KS

Tom Lipscomb, CLU®

Financial Representative


The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.