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.

 
 
David Katz, CLU<sup>®</sup>

David Katz, CLU®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
David M Clausen, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

David M Clausen, CLU®, ChFC®, CFP®

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.
 
Gary A Pluchino, CLU<sup>®</sup>, ChFC<sup>®</sup>

Gary A Pluchino, CLU®, ChFC®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
 
Juan S. Baron, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Juan S. Baron, CFP®, CLU®, ChFC®

Wealth Management Advisor
 
Kevin Du Pree, CLU<sup>®</sup>

Kevin Du Pree, CLU®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
Michael Jacob, ChFC<sup>®</sup>

Michael Jacob, ChFC®

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 
Paul Baboolal, CLU<sup>®</sup>, ChFC<sup>®</sup>

Paul Baboolal, CLU®, ChFC®

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 

James Yoo Suk Choi

Financial Representative

 

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