Sophisticated Planning Strategies Team

We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.


Brian Henning

Brian Henning   J.D.

Vice President

Kelli J. Stiles

Kelli J. Stiles   J.D.

Vice President

Lisa Belli-Fuchs

Lisa Belli-Fuchs   CPA®

Senior Director


Anh Bishop

Anh Bishop   J.D., CFP®


Carolyn Brannan England

Carolyn Brannan England   J.D.


Alyssa Chance

Alyssa Chance   J.D.


Patrick A. Hoffman

Patrick A. Hoffman   J.D., LL.M


Robert J. Hopkins

Robert J. Hopkins   J.D., CLU®, CFP® ChFC®


Eva Victor

Eva Victor   J.D., LL.M.



Matt Boyd

Matt Boyd   CPA®


Naveen Dharmalingam

Naveen Dharmalingam   CFA®, CFP®, CLU®, ChFC®


Tina Farhat

Tina Farhat   CFP®, WMCP®, RICP®


Tyler Link

Tyler Link   CFP® , ChFC®


Adam Molitor

Adam Molitor   CFP®


Stefanie Nolte

Stefanie Nolte   CPA®


Dan Sievert

Dan Sievert   CLTC®


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, (fiduciary and fee-based financial planning services), subsidiary of NM and federal savings bank. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.