You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, you need to be prepared and protected for what life brings. That is where our team comes in. Throughout your lifetime, we will help you understand what you need to prepare for and protect. You can feel confident that your financial future will be more secure.

As a Northwestern Mutual Wealth Management Advisor, our team's mission is to help you achieve financial security for your family or business using comprehensive planning techniques. Our team uses a no non-sense approach to help clients navigate through the complexities of financial planning. Our team assistclients in creating a financial plan to help ensure they are on track to reach the goals most important to them. We will help guide you towards securing and growing wealth by focusing on the preservation and distribution of wealth into retirement, and for some, this includes the eventual transfer of wealth or business.

Jacob Overman Team Photo

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Jacob R. Overman, CFP®, CLU®, ChFC®

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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