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.
 
Donald G Armstrong, CLU<sup>®</sup>, CFP<sup>®</sup>, AEP<sup>®</sup>, MSFS, RICP<sup>®</sup>

Donald G Armstrong, CLU®, CFP®, AEP®, MSFS, RICP®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
James A Smith, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, CFP<sup>®</sup>, RICP<sup>®</sup>

James A Smith, CLU®, ChFC®, CASL®, CFP®, RICP®

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.
 
Patrick J Marget, J.D., CPA, CFP<sup>®</sup>, CLU<sup>®</sup>

Patrick J Marget, J.D., CPA, CFP®, CLU®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Pat’s specialties include Bank-owned life insurance, business succession planning, estate planning, life insurance planning, and overall financial planning.

 
R David Fritz Jr, CLU<sup>®</sup>

R David Fritz Jr, CLU®

Financial Advisor

David specializes working with banks and corporations to design, administer and assist in the informal financing of Nonqualified Executive Compensation and Benefit Plans and Bank Owned and Corporate Owned Life Insurance programs to attract, retain and reward key executives.

 

Justin Kirby, CLU®, CRPS®, CLTC
Wealth Management Advisor


Kirby Wealth Management Group

 

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