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Our Mission

Our mission is to help you achieve your most amazing financial future. Our work starts by seeking to understand the goals most important to you and your family. By creating lifelong partnerships, we provide guidance around all of life's important financial decisions and create a plan for you to achieve your goals. Your priorities are our priorities.

Our Team

To best serve our clients, we have built a dynamic and diverse team. Our team values are personal growth, education, and community. We work to create an inclusive culture with each team member providing a unique perspective and valuable insights. Through investing in the growth and development of our team, we are committing to the ongoing promise we make to our clients to help them achieve financial security.

We are grateful to come to work every day to help others achieve their goals and we recognize that not everyone is as fortunate. Our team dedicates time regularly to volunteer at local organizations to serve the underprivileged, and a portion of our profits each year are reinvested in the community through charitable donations.

Samuel Laorenza, CFP®, CLU®, RICP®

Wealth Management Advisor

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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