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Meet Our Team

Outdoor shot of senior man canoeing in the lake with woman in background on a summer day. Man and woman in two different kayaks in the lake on a sunny day

OUR DEDICATED FINANCIAL PROFESSIONALS

Our multi-generational team is made of individuals dedicated to exceptional service, each with specialized skills and unique experiences. No matter your circumstances, you can rest easy knowing you have a dedicated team in your corner helping you achieve your goals.

Gregory M Swindells CLU®, ChFC®

Wealth Management Advisor

Patricia G Davis CFP®, M.S., WMCP®, RICP®, CLU®

Wealth Management Advisor

Christian Katsanos

Director of Investments and Planning

Tripp Davis

Associate Wealth Management Advisor

Monica D Ross

Director of Insurance Operations and Services

Group of sporty people walks in mountains at sunset with backpacks. Altai mountains, Siberia, Russia.

STRATEGIC ALLIANCES

We offer you the full resources of a Fortune 500 company paired with a boutique team of experts you know and trust to stand by your side. This gives us access to a greater range of tools and the opportunity to collaborate with an innovative team of subject matter experts while pursuing your best interests. We can also work with members of your existing support team, like attorneys or CPAs, guiding your overall financial picture and keeping everyone on the same page.

About Northwestern Mutual

Northwestern Mutual Sophisticated Planning Strategies Team

Northwestern Mutual Investment Team