Lagerborg & Associates

Lagerborg & Associates We create a safe & sophisticated environment for you to thrive.

As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.

To our incredible internal team: thank you. You keep our operations humming, safeguard compliance with precision, and tu...
06/18/2026

To our incredible internal team: thank you. You keep our operations humming, safeguard compliance with precision, and turn development into a real engine for growth—training, systems, and process improvements that make us better every week. You’re also the heartbeat of our culture, building rituals and norms that uphold our mission to empower community and our vision to create a safe, sophisticated place to thrive. From clean audits to seamless workflows to leadership development, your work makes excellence scalable and values visible.

Grateful for all you do—every client win and advisor success sits on the foundation you build.

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management ...
06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. https://www.northwesternmutual.com/life-and-money/markets-rally-as-investors-watch-inflation-the-fed-and-spacex-ipo-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=markets-rally&agentid=090291

📣 Celebrating Megan Janicek’s 1-Year Anniversary at Lagerborg & Associates! 📣This week, we’re thrilled to celebrate Meg,...
06/15/2026

📣 Celebrating Megan Janicek’s 1-Year Anniversary at Lagerborg & Associates! 📣

This week, we’re thrilled to celebrate Meg, our dedicated Private Wealth Service Advisor and Thrive Program specialist, on her one-year milestone with L&A!

Meg has made a meaningful impact from day one—bringing care, organization, and intention to every client interaction. Through her work with our Thrive Program, she helps individuals and families build strong financial foundations, guiding them with clarity, structure, and a long-term mindset. Her ability to connect financial planning to real life is what truly sets her apart—helping clients feel confident not just about where they are today, but where they’re headed next.

For the families and businesses we serve, Megan understands that wealth is about more than numbers—it’s about balancing priorities, protecting what matters most, and creating a life with purpose. She brings that perspective into every conversation, ensuring our clients feel seen, supported, and equipped to make smart financial decisions.

And beyond the office, Megan’s life is just as dynamic as the clients she serves:
🐾 Runs a full household…including a “zoo” of 5+ animals
👦 Mom to two busy boys who keep life active and fun
💍 Part of a family wedding planning business with her husband and mom—because coordinating life events is basically her superpower

Megan’s energy, reliability, and genuine care for others make her an incredible asset to our team and to the families we serve.

Meg, we’re so grateful for everything you bring to Lagerborg & Associates and can’t wait to see your continued impact through the Thrive Program and beyond!

Congratulations on an amazing first year! 🎉

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. https://www.northwesternmutual.com/life-and-money/strong-economic-data-and-sticky-inflation-raise-fed-concerns-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=strong-economic-data&agentid=090291

I'm proud of our Client Experience team today — your meticulous attention to detail, relentless focus on operational exc...
06/04/2026

I'm proud of our Client Experience team today — your meticulous attention to detail, relentless focus on operational excellence, and commitment to accuracy keep Lagerborg & Associates running smoothly. From onboarding new families to streamlining transfers or applications and protecting advisors' time, you make our client interactions efficient, reliable, and deeply professional. Your work is central to our strategy: it scales superb service without sacrificing care. Thank you for turning process into trust every single day.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. https://www.northwesternmutual.com/life-and-money/ai-boom-powers-sp-500-gains-amid-uneven-economic-growth-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-boom-powers&agentid=090291

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/02/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=a-financial-plan&agentid=090291

📣 This week we’re celebrating Samantha Bland, our amazing Investment Operations Service Coordinator, on her 1-year miles...
06/01/2026

📣 This week we’re celebrating Samantha Bland, our amazing Investment Operations Service Coordinator, on her 1-year milestone with Lagerborg & Associates! 📣

Samantha is a reliable and detail-oriented member of our team who plays a vital role in keeping our investment operations running smoothly. From supporting account processes to coordinating behind-the-scenes logistics, she ensures everything stays on track so our clients and advisors can feel confident every step of the way. Her organization, precision, and commitment to excellence make her an invaluable partner across the team.

A few things you won’t see on Samantha’s official job description but we’re lucky to experience every day:

Brings a calm, can-do approach to even the busiest days 🙌
Known for keeping things organized and moving forward without missing a beat ✅
A supportive dog mom to Inigo Montoya (AKA Monty) and new status of "best wife" to husband Phil Bland 💍🤝

Samantha’s dedication and positive attitude make a meaningful impact on both our team and our clients. We’re grateful to have her as part of Lagerborg & Associates and excited for all that’s ahead.

Congratulations on your 1-year anniversary, Samantha! 🎉

Address

707 17th Street Ste. 3700
Denver, CO
80202

Opening Hours

Monday 6:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 6:30am - 5pm
Thursday 7:30am - 5pm
Friday 6:30am - 5pm

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