Tony Myers, CFP®, CASL®, ChFC®, RICP®, WMCP®

Wealth Management Advisor

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 C Park, CLU<sup>®</sup>, ChFC<sup>®</sup>, WMCP<sup>®</sup>, RICP<sup>®</sup>, CASL<sup>®</sup>

David C Park, CLU®, ChFC®, WMCP®, RICP®, CASL®

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Retirement plan specialists help businesses offer a cost efficient, competitive program that is well-understood by the employees. They analyze existing retirement plans for businesses, recommend cost effective strategies or navigate through the process of implementing a new plan. They also help the plan participants become retirement ready by guiding them with savings and investment strategies. They partner with your business every step of the way beginning with participant communication and education, plan management, investment support and compliance assistance.

David H Johnson III, CPA, MBA

David H Johnson III, CPA, MBA

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Annuity Specialist

James A Adrian Jr, CFP<sup>®</sup>, WMCP<sup>®</sup>, CLU<sup>®</sup>, RICP<sup>®</sup>, ChFC<sup>®</sup>

James A Adrian Jr, CFP®, WMCP®, CLU®, RICP®, 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.

Having a plan in place in the event of a long term care event may be one of the most important steps you can take to help ensure your future financial security yet, LTC is the one area of financial planning that often goes unaddressed.  It is important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Our long term care specialist will assist you in determining your long term care needs and design solutions tailored to your unique situation.

Mark R Guskey, CLU<sup>®</sup>

Mark R Guskey, CLU®

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

An injury or illness could suspend or terminate your income for an extended period of time or it may force you to close your business.  Our disability income specialist has up-to-date knowledge and access to industry information.  This allows him to provide expert guidance when it comes to protecting your most valuable asset – your ability to earn an income and your entire financial plan.  He will take the appropriate steps to make sure you are getting the best disability income for your needs. He also understands that doctors and dentists make significant investments in their education and career and provides custom solutions to help protect your income and lifestyle as a medical professional.

Michael E Polan, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Michael E Polan, CFP®, CLU®, ChFC®

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.

Once you have accumulated a significant amount of assets or net worth, you may want more specialized expertise to help you manage your wealth and investment portfolio. Our wealth management experts use a thorough discovery process to understand your comfort levels and risk tolerance. They apply time-tested fiduciary based investment philosophies to develop a unique financial profile and plan which helps sustain and grow long-term wealth. With access to dedicated account administrators and investment teams, working with them, you can be certain that the investment and wealth management plan recommended for you is custom-built for your unique situation.

Micky R Wright, CPA, CFP<sup>®</sup>, ChFC<sup>®</sup>, CLU<sup>®</sup>

Micky R Wright, CPA, CFP®, ChFC®, CLU®

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

Paul J Mc Nellis

Financial Representative

Paul McNellis is a specialist in Banked Owned Life Insurance and Corporate Owned Life Insurance.  Bank Owned Life Insurance (BOLI) is a single premium life insurance purchased on executives and owned by a bank.  Corporate Owned Life Insurance (COLI) is purchased on executives and owned by a corporation or insurance company.  Our specialist uses knowledge and experience to help these companies create golden handcuff or non-qualified executive benefit plans funded with BOLI/COLI in order to help attract, retain, and reward executive talent.

Part of Paul's practice is serviced through Northwestern Mutual, while another part of it is held through his own private company called Executive Benefit Options. I work with Paul to service clients from EBO as well. Click here to learn more.


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.