Nicholas A Curtis, CFP®

Financial Advisor

  • Office 614-222-6070
  • Fax 614-221-0235

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Jon D. Cross, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Jon D. Cross, CFP®, CLU®, ChFC®

Wealth Management Advisor
 
Shawn W Phelps, MBA

Shawn W Phelps, MBA

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Wealth Management Advisor
 

Daniel R Neary, CLU®, ChFC®, CFP®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
Wealth Management Advisor
 

Travis J. Falk, CLU®, CFP®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
Wealth Management Advisor
 

Vicki M Cannon

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.
 
 

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