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

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

Celebrating 160 Years

Chairman and CEO John Schlifske shares his thoughts on Northwestern Mutual’s rich and eventful history and where we are going in the future while keeping the most important thing in mind … you, our clients. View Video.

 

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