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.

 
Joe B Jones

Joe B Jones

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
Kacy Seitz, CLTC<sup>®</sup>, ChSNC<sup>®</sup>

Kacy Seitz, CLTC®, ChSNC®

Special Needs Planning Specialist

Kacy Seitz, a recognized specialist in the area of special needs financial planning is passionate about assisting families who have a child or an adult with long-term support needs. Kacy is experienced in special needs planning because she's also a special needs parent and lives the daily challenges with her daughter, Hudsyn.

 

Susan Dindinger

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.
 

Lance Trammell, RICP®
Wealth Management Advisor


Trammell Financial Group

 

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