Team

When it comes to your financial goals, each decision you make and every action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals for tomorrow.

Taking control over your financial future begins with thoughtful planning. Our team would love to come alongside you and help address your various needs and help you secure financial independence so you can enjoy your future to the fullest. As your Wealth Management Advisor, my role is to help you prioritize your vision, values, mission, and goals. From there, I will prepare a personal financial plan to help you achieve your vision for the future and we can provide the tools needed to meet, and hopefully exceed, your goals.

Recognition Dinner

Our top performing agents at our annual Recognition Dinner.


Senator

U.S. Senator, Johnny Isakson, visited our office recently and I was impacted by his quote, “If everyone had enough life insurance to protect and take care of their family, our nation would be in a much better position. Social Security alone is not sufficient to meet the needs of our people.”


Please view this helpful eBook for new parents or grandparents!

https://media.nmfn.com/tool/NewParents2016/


Increase Your Probability of Success In Retirement: Northwestern Mutual's Unique Approach

When saving for retirement, the big question on everyone's mind is: Will I have enough money to last as long as I live? Learn how Northwestern Mutual's unique approach to retirement income planning can give you a greater level of confidence that the money you're working so hard to save will last your lifetime.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Wendy Ann Thompson, CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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