Green Team Photo

When people look back on their lives, they often find that they are more successful than they thought they'd be and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated.

By listening to your current financial situation and your personal and professional goals we will help you create an integrated financial plan that will help align what is on your balance sheet with what is in your heart.

My Mission

Our mission is to help families and business owners feel more secure and confident about their financial lives. We believe in integrity, family, trust, and community. Through a thoughtful strategic partnership, our purpose is to free our clients up to live a life free of worry and to give them a greater sense of confidence that their goals and dreams with be achieved.

Jack H Green Jr, CLU®, CFP®

Wealth Management Advisor

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck