Sophisticated Planning Strategies Team

We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.

LEADERSHIP TEAM

Brian Henning J.D.

Vice President

Kelli J. Stiles J.D.

Vice President

Lisa Belli-Fuchs CPA®

Senior Director

ATTORNEYS

Anh Bishop J.D., CFP®

Carolyn Brannan England J.D.

Alyssa Chance J.D.

Patrick A. Hoffman J.D., LL.M

Robert J. Hopkins J.D., CLU®, CFP® ChFC®

Eva Victor J.D., LL.M.

ANALYSTS

Matt Boyd CPA®

Naveen Dharmalingam CFA®, CFP®, CLU®, ChFC®

Tina Farhat CFP®, WMCP®, RICP®

Tyler Link CFP® , ChFC®

Adam Molitor CFP®

Stefanie Nolte CPA®

Dan Sievert CLTC®

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, (fiduciary and fee-based financial planning services), subsidiary of NM and federal savings bank. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Contact Us:

5201 Eden Ave., Suite 200
Edina, MN 55436