Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education or accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert. While I do have the credentials to help you make those important decisions, before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Before joining Northwestern Mutual in 2003 I worked for 5 years as a child care worker for Casa de Los Ninos. Because of my experience at Casa, I knew that no matter what I did next, I wanted to continue to make an impact in my community.

That is where Northwestern Mutual comes into the picture. Through Northwestern Mutual I am able to help individuals and families meet their financial goals as well as create a plan for security in times of the unknown.

In 2007 I became Northwestern Mutual's Long Term Care Insurance Specialist in Southwestern United States. This has allowed me to continued to impact lives through planning in the event that a long term disability or chronic illness occurs.

In 2015 I became a Financial Advisor with Northwestern Mutual. This allows me to help my clients create an even more well rounded plan for financial security with the inclusion of investment and advisory programs.

Throughout my life I have aspired to do my very best for myself, my family, my friends and my community. My career path and work with Northwestern Mutual has allowed me to go to sleep each night fulfilled, knowing that I have done what is right and true for those that place their trust in me and matter to me the most.

 

 

 

 

 

 

Years of Experience

Representing Northwestern Mutual since 2003.

Education

Degree Major Institution
Bachelor of Arts Psychology The University of Arizona

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2013-2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2017-2018

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2008-2010

Award recognizing persistency and performance

Brett J Stein, CLTC

Long Term Care Specialist

 

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