Derek Kirk Brown, CFP®

Financial Advisor

Team Photo

Our Mission & Value Statement

The ambition of our team is to help our clients understand what's possible. We take a consultative approach to financial planning to understand what is important to our clients deep in their hearts. We then link what they find important to their retirement planning, estate planning, business planning, investment planning, and insurance planning; on a comprehensive basis to assure all areas of their plan have a cause-effect relationship.

Our team is committed to professional growth by the attainment of designations and certifications. We are equipped with the experience, values, and products to provide extraordinary value to high income and net worth people who are already financially independent, within 10 years of financial independence, and/or closely held business owners.

 

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.

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