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TAILORED PLANNING. TRUSTED STEWARDSHIP.

PERSONALIZED WEALTH MANAGEMENT TO HELP YOU ACCOMPLISH WHAT MATTERS MOST

YOUR PARTNER FOR SOPHISTICATED, VALUES-BASED PLANNING

For over 25 years, we've been helping successful individuals and families think
through the most meaningful aspects of their lives and align their wealth with
their values. As trusted stewards, we empower you to make wise financial
decisions so you can spend your time and energy doing what you love with the
people who matter most.






OUR VALUES


ACCOUNTABILITY


ACCOUNTABILITY

We take ownership of our actions and their outcomes, embracing both
responsibility and transparency.

STEWARDSHIP


STEWARDSHIP

We manage your resources with the utmost care and responsibility, always aiming
to further your financial goals.

MUTUAL RESPECT


MUTUAL RESPECT

We treat everyone with kindness and honor, valuing all individuals and
perspectives, regardless of differences or challenges.

INTEGRITY


INTEGRITY

We adhere to high moral and ethical standards, even when faced with difficult
choices.

CURIOSITY


CURIOSITY

We continuously seek to understand and improve, driven by a thirst for knowledge
and the pursuit of the best possible outcomes.

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Whitney Marie Harrison, David A Knox, Shane Lantigua, Arthur M Mayernick II,
Matthew J McLean, Matthew A Self, David Matthew Teague, James M Casanova, Lauren
Taylor Kotras, Rachel L Reed, John C Robus, Melinda Mills Stewart, Angela Marie
Thompson, Abigail Williams, Ashley G Wilson and Mary E Wilson use Capital
Stewardship Partners as a marketing name for doing business as representatives
of Northwestern Mutual. Capital Stewardship Partners is not a registered
investment adviser, broker-dealer, insurance agency or federal savings bank.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities,
and life insurance with long-term care benefits) and its subsidiaries. Whitney
Marie Harrison, David A Knox, Shane Lantigua, Arthur M Mayernick II, Matthew J
McLean, Matthew A Self, David Matthew Teague, James M Casanova, Lauren Taylor
Kotras, Rachel L Reed, John C Robus, Melinda Mills Stewart, Angela Marie
Thompson, Abigail Williams, Ashley G Wilson and Mary E Wilson provide investment
advisory services as Advisors of Northwestern Mutual Wealth Management Company®
(NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Whitney
Marie Harrison, David A Knox, Shane Lantigua, Arthur M Mayernick II, Matthew J
McLean, Matthew A Self, David Matthew Teague, Rachel L Reed, Ashley G Wilson and
Mary E Wilson are Agents of Northwestern Long Term Care Insurance Company,
Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Whitney Marie
Harrison, David A Knox, Shane Lantigua, Arthur M Mayernick II, Matthew J McLean,
Matthew A Self, David Matthew Teague, James M Casanova, Lauren Taylor Kotras,
Rachel L Reed, John C Robus, Melinda Mills Stewart, Angela Marie Thompson,
Abigail Williams, Ashley G Wilson and Mary E Wilson provide investment brokerage
services as Registered Representatives of Northwestern Mutual Investment
Services, LLC (NMIS), a subsidiary of NM, registered investment adviser,
broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Whitney Marie
Harrison, David A Knox, Shane Lantigua, Arthur M Mayernick II, Matthew J McLean,
Matthew A Self, David Matthew Teague, James M Casanova, Lauren Taylor Kotras,
Rachel L Reed, John C Robus, Melinda Mills Stewart, Angela Marie Thompson,
Abigail Williams, Ashley G Wilson and Mary E Wilson are Insurance Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern
Mutual advisors and representatives. Northwestern Mutual Private Client Group is
not a registered investment adviser, broker-dealer, insurance agency, federal
savings bank or other legal entity.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

Whitney Marie Harrison, David A Knox, Shane Lantigua, Arthur M Mayernick II,
Matthew J McLean, Matthew A Self, David Matthew Teague, James M Casanova, Lauren
Taylor Kotras, Rachel L Reed, John C Robus, Melinda Mills Stewart, Angela Marie
Thompson, Abigail Williams, Ashley G Wilson and Mary E Wilson are primarily
licensed in TN and may be licensed in other states.

Whitney Marie Harrison CA License: 0I77950
David A Knox AR License: 2064476 CA License: 0G02823
Shane Lantigua AR License: 18138743 CA License: 0M32115
Arthur M Mayernick II CA License: 0M62690
Matthew J McLean AR License: 5967898 CA License: 4353955
Matthew A Self AR License: 7830054 CA License: 0H02547
David Matthew Teague CA License: 0G10172

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

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