Concierge Planning 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 wealth management and preservation, business succession and exit planning, legacy needs, charitable goals, and retirement planning. We specialize in solutions for the following kinds of clients:
Individuals/families with any of the following planning needs:
- Planning for second marriages/blended families
- Providing for grandchildren (or future generations) using dynasty trusts
- Planning with qualified plan or IRA assets
- Planning for a special-needs beneficiary
- Charitable planning
Business owners with any of the following planning needs:
- Business succession or exit planning
- Developing key employee retention strategies, including non-qualified plans
- Implementing qualified plans
Executives with any of the following planning needs:
- Non-qualified deferred compensation
- Equity compensation, including stock options
- Estate planning
- Income tax strategies
William F. Grady IV J.D., CLU®, CFP®
Vice President
Sue Ruhland CFP®, CLU®, ChFC®
Lead Analyst
Brian S. Broderick MBA
Analyst
Naveen Dharmalingam CLU®, ChFC®, CFP®
Analyst
Mike Herbstreith CFA, CFP®, ChFC®, RICP®
Analyst
Samantha Pepprock J.D.
Analyst
Rachel Wolfgram CLU®, ChFC®, CLTC
Analyst
Todd L. Beaird J.D., LL.M
Case Design Attorney
Anh Bishop J.D., CFP®
Case Design Attorney
Patrick A. Hoffman J.D., LL.M
Case Design Attorney
Melinda R. Rochelle J.D., LL.M.
Case Design Attorney
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.
67-0878-01 (0316) (REV 0318)