David J. Miller, CFP®, CLU®

Wealth Management Advisor

Team

Our Mission

We help our clients sleep at night by making sure they have attractive options at every stage of life.

David Miller signature

Our Values

  1. Growth - personally, professionally, and financially
  2. Accountability - we hold up the mirror to our clients
  3. Respect - we listen to our clients, and treat them the way we want to be treated
  4. Personal Responsibility - doing what we say we will, when we say we'll do it
  5. Serving Others - we want to leave the world a little better than how we found it

 


The Top Six Mistakes People Make During Open Enrollment

The Top Three Mistakes Investors Make During a Pandemic

Why Being Conservative with your Money is Riskier than you Think

Three Things You Can Do to Potentially Pay Less Taxes in 2020

The Top Three Mistakes People Make when they Receive an Inheritance

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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