For more than two decades at Northwestern Mutual, Matt has been helping clients identify their goals, articulate their dreams, and build customized financial plans. He understands how important it is to bring clarity and focus to the firm's clients.

Whether creating sustainable income plans for an impending retirement, optimizing risk management and wealth accumulation for a rising professional, or thinking through executive benefits, business continuity and contingency planning with business owners and management teams, Matt's planning is thorough, adaptable and always client-focused.

With over two decades at Northwestern Mutual, Nicole has deep expertise in leading clients through a fully customized financial planning process. Her ability to bring simplicity and clarity to a robust and complex process shines through in her work with business owners and individuals alike.

Whether creating sustainable income plans for an impending retirement, optimizing risk management and wealth accumulation for a rising professional, or thinking through executive benefits, business continuity and contingency planning with business owners and management teams, Nicole's planning is thorough, thoughful and ensures all pieces are well coordinated and synergistic.

In addtion to her CFP®, CLU®, ChFC® and RICP®, Nicole holds a BA in psychology from The George Washington University. She and her husband Matt live in Hampton, New Hampshire with their two sons.