Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Stephen A. Schwartz, CFP<sup>®</sup>, AEP<sup>®</sup>

Stephen A. Schwartz, CFP®, AEP®

Wealth Management Advisor
 
 
 
Rob Robertory, CFP<sup>®</sup>, CFA<sup>®</sup>

Rob Robertory, CFP®, CFA®

Wealth Management Advisor
 
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Edward "Ted" Shanahan, MBA, RICP®

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.
 
Philip J Schlemmer, RICP<sup>®</sup>, CFP<sup>®</sup>, CLU<sup>®</sup>, CFA<sup>®</sup>, WMCP<sup>®</sup>

Philip J Schlemmer, RICP®, CFP®, CLU®, CFA®, WMCP®

Annuity Specialist
Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.
 
 
Lux Wealth Planning

Matt Aaron, CFP®, ChFC®, RICP®
Chief Executive Officer


Lux Wealth Planning

 

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