Steven L Penn, CFP®, ChFC®, CLU®, CASL®

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.
Greg S Lavin, CLU<sup>®</sup>, CRPS

Greg S Lavin, CLU®, CRPS

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Greg is a graduate of the University of Wisconsin at Steven Point.  He started his career with Northwestern Mutual as a college representative in 1990.  Over the years, Greg has fine-tuned his skills and knowledge to specialize in the field of corporate retirement planning.

Chuck Carson Hinners

Chuck Carson Hinners

Having run a successful Middleton based practice for many years, Chuck helps clients by analyzing their life insurance needs and any inforce life insurance to determine the best solutions available across the industry.

John Michael Anderson

John Michael Anderson

Financial Representative

John helps out business clients with their Banked and Corporate Owned Life Insurance needs.

John Stuart Rosenberg, CLTC<sup>®</sup>

John Stuart Rosenberg, CLTC®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.

As a former business owner, John's expertise in the area of long-term care planning is unique.  With a sea of options available in the marketplace, John helps our clients select the most appropriate solution for use in their plan.

William J Collins

William J Collins

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.

As a distinct part of Northwestern Mutual, Bill and his large team help our clients with their Employee Benefit needs.


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