My Mission

My mission is to develop enduring relationships with my clients by providing expert financial counsel. I work with my clients to identify their definitions of financial security and focus on strategies that will help make their goals a realityassuring that their intentions have been understood and their needs are being addressed.

Our Financial Planning Approach

Some companies only focus on insurance. Others just on investment strategies. Juan will partner with you to look at the entire picture. Our integrated approach helps build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get to your goals.

Resources for Business Owners and Entrepreneurs

No matter where your business is within its life cycle, Juan recognizes that the goals you have for your business and personal life are intertwined. With a focused expertise on the business owner, Juan can provide guidance for any of your business needs:

Resources for Physicians & Dentists

Medical professionals have unique financial needs that are different from many other occupations--including high student debt, high income potential and the need for a specific type of income protection unique to their medical profession. Juan works extensively with physicians and dentists on planning for their future, including protecting their income.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.


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