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, CASL®

Wealth Management Advisor

ABC’s The Chew features Northwestern Mutual’s Childhood Cancer Program

ABC’s The Chew stirred up a delicious lemonade recipe in support of Northwestern Mutual’s Childhood Cancer Program and partnership with Alex’s Lemonade Stand Foundation. See the story of financial representatives Jessica and Jeff Salazar and their son, Austin, and their personal fight against childhood cancer.

Building the Foundation for a Solid Financial Plan

Are you spending, saving, investing and protecting your money in the best ways to achieve your goals? Make sure your financial foundation is on track with this white paper.
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When is it a good time to take on debt?

When you want something such as an education, a new car, a new TV, or a home, it’s not uncommon to take out a loan or even use your credit card. In this month’s Ask the Financial Expert column, our experts weigh in on the topic and discuss “good debt versus bad debt” and how debt as a whole affects our economy.