Our Philosophy

  • Create an experience where clients feel they are heard and understand not only what is in their financial plan but why it's in their plan.  A unique and custom plan that matches the unique financial goals of each person.  A written plan that changes as the needs of the client and their families change but is documented for accountability.
  • We believe in a team approach.  Leveraging expertise from within our team and collaborating with your external partners (CPA, Attorneys, etc.) to create the most robust and personalized plan possible.
  • Ongoing personal and professional development is essential to provide our clients with the greatest client experience and financial planning insight possible.  Our commitment is to continuously pursue personal and professional development for the benefit of our client - through professional designations, advanced degrees and ongoing training. Regardless if you have a highly complex plan or more simplistic financial planning, we have the experience to meet your specific needs.

Brandon J. Gaines, CFP®, RICP®, ChFC®, AEP®, CAP®

Wealth Management Advisor

 

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