Meet the Team

Pictured from left to right. Front row: David Crispin, Stephanie Smith.

Back row: Kelsey Smith, Andrew Watkins, Miles Farthing.

Our mission is to help our clients articulate a financial plan and serve as their strategic partner to help them achieve their goals in the most efficient way possible. To better serve our clients, our team is committed to excellence, integrity, growth, efficiency, personal responsibility, and fun. We strive to provide the best client experience possible.

Andrew Watkins, CFP®, CLU®, ChFC®, CRPC

Wealth Management Advisor

2015 Dividend Announcement

Northwestern Mutual’s expected $5.5 billion dividend in 2015 will once again lead the industry.

New Retirement Webcast Replay – View Now

One of the most significant risks to your retirement savings is often overlooked. Is your plan protected? Watch our latest webcast, The Retirement Wild Card That Can Derail Your Plan, to find out.

View Now

Who Wins and Who Loses As Oil Prices Fall?

In this month’s podcast our experts discuss the winners and losers as oil prices hit record lows.

View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.