Helping you live your best life - with financial confidence

We partner with wildly successful, passionate, motivated, busy people - especially women - to carve out time to intentionally make strategic progress toward your goals and priorities.

We care deeply about our clients and are delighted to demystify complex financial concepts. After defining what matters most, we design a comprehensive, customized, integrated financial plan. We are also expert, thorough implementers of tax efficient strategies across risk management and wealth management.

Our clients feel more organized, empowered, and financially confident when they engage with our team. They often share that our conversations are helpful, insightful, productive, and extremely valuable. 

Close up of woman in deli with two workers in background

Meet Jamie Houston

In her previous career, Wealth Management Advisor Jamie Houston had a realization: her family was a big priority for her. She needed a flexible schedule and didn’t want to have to wonder about her job security. Becoming a financial advisor with Northwestern Mutual meant that she was in charge—of her schedule and her compensation. Not someone else. 

Jamie, her husband Robert, and their children Scarlet & Drake

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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