My Mission

My mission is to partner with clients to help achieve their vision of financial success.  My team takes our clients through a consultative and comprehensive financial planning process to design a plan to turn your vision into a reality.  We seek to understand who you are to align the plan with your values, family situation, and goals for the future.  We work closely with our clients to implement, evaluate, and adjust their plan throughout different phases of their lives.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Wes Spiro, CPA

Financial Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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