Leonard C Wright, CPA, PFS, CFP®, CLU®, ChFC®

Wealth Management Advisor

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Peter Racen, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, CFP<sup>®</sup>, AEP<sup>®</sup>

Peter Racen, CLU®, ChFC®, CASL®, CFP®, AEP®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

We partner with Peter on sophisticated business planning cases that require a team of advisors to develop proper business, estate, and executive benefit programs.

 

 
James E Whistler, J.D., MSFS, CFP<sup>®</sup>, ChFC<sup>®</sup>, CLU<sup>®</sup>

James E Whistler, J.D., MSFS, CFP®, ChFC®, CLU®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

We work with Jim Whistler on executive benefit planning needs for public companies and closely held businesses.

 

 

 
 

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