Brian Wernert with Northwestern Mutual

09/29/2025

The 4th Quarter is already here! Before we all get swept up in holiday chaos here’s a reminder: the end of the year is also one of the most important times to check in on your financial plan.

A few things to consider before Dec 31:
- Have you maxed out your 401(k) or IRA?
- Taken your Required Minimum Distribution (if age 73+)?
- Used up your FSA dollars before they expire?
- Made your charitable contributions or annual gifts?
- Checked your beneficiaries and insurance coverage?

Taking a few minutes now can save headaches (and money 💸) next year.

Which of these do you still need to tackle?

09/09/2025

Have you ever done your own plumbing?

I’m not talking about tightening a faucet.

I mean the real work. The solder and flux. Cutting and fitting pipes, testing under pressure, sealing it up behind drywall with spackle and a prayer.

The kind of plumbing where you can get it 99% right… and still end up with a bathtub in your living room.

That’s the risk of DIY financial planning.

The cheapest option is rarely the least expensive.

08/20/2025

Parents... Get Life Insurance

I know it's taboo. I know it's not in the budget. I know you're invincible.

More than that, I know some of you are rolling your eyes right now - but that's way easier to deal with than getting the notification that someone our office has spoken to about life insurance has passed away and left their family with no income and no assets.

Over night these households go from six figures, nice schools, gated community and a vacation or two. To a spouse trying to figure out how to sell the house that they can no longer afford while their heart is breaking.

I'd be very happy to help you in the process; but this isn't about money or sales, etc...

Roll your eyes - then call one of these numbers below:

Northwestern Mutual - A++ 866-950-4644
New York Life - A++ 800-225-5695
MassMutual - A++ 800-272-2216
Guardian Life - A++ 888-482-7342
State Farm Life - A++ 800-782-8332
USAA - A++ 800-531-5433
Pacific Life - A+ 800-347-7787
Penn Mutual - 800-523-0650
Prudential - A+ 800-778-4357
Mutual of Omaha - A+ 800-775-6000

Adding a video of me and the kids on a hike at a local park - mostly because IG says I have to. But also to lighten the mood a little. It doesn't have to be that hard, just make sure your family is protected.

12/29/2023

09/13/2023

We're Hiring!

Director of Client Services

Growing team of financial advisors based in Las Vegas is looking for a smart, organized and team-oriented person to join our practice and facilitate growth goals for 2024 and beyond. As a Director of Client Services you will schedule appointments, manage calendars, conduct research for prospecting lists, develop skills in internet marketing and sales and learn about the insurance and investment industry. A successful candidate will be a problem solver, organized, growth oriented and be able to complete work as an individual and part of a team.

About The Team:
With over 40 years of combined experience serving Las Vegas and multiple markets across the United States our team prioritizes our client experience and are in search of a motivated manager to allow our sales force to focus on growth! Our practice has a unique opportunity to capitalize on a book of over 2000 clients and a stellar reputation to attract new business.

Responsibilities
• Facilitating and tracking completion of compliance items
• Managing calendars of 3 advisors
• Client correspondence via email, in person and telephone
• Facilitate team task delegation, ex*****on and follow-up
• Complete Insurance, Annuity, and Investment applications
• CRM management

Qualifications
• Customer Service/Sales Experience in financial services industry
• Microsoft Office program proficiency
• Excellent communication skills
• Strong organizational skills
• Goal Oriented and motivated by team success

09/13/2023

We're Hiring!

Director of Client Services

Growing team of financial advisors based in Las Vegas is looking for a smart, organized and team-oriented person to join our practice and facilitate growth goals for 2024 and beyond. As a Director of Client Services you will schedule appointments, manage calendars, conduct research for prospecting lists, develop skills in internet marketing and sales and learn about the insurance and investment industry. A successful candidate will be a problem solver, organized, growth oriented and be able to complete work as an individual and part of a team.

About The Team:
With over 40 years of experience serving Las Vegas and multiple markets across the United States our team prioritizes our client experience and are in search of a motivated manager to allow our sales force to focus on growth! Our practice has a unique opportunity to capitalize on a book of over 2000 clients and a stellar reputation to attract new business.

Responsibilities
• Facilitating and tracking completion of compliance items
• Managing calendars of 3 advisors
• Client correspondence via email, in person and telephone
• Facilitate team task delegation, ex*****on and follow-up
• Complete Insurance, Annuity, and Investment applications
• CRM management

Qualifications
• Customer Service/Sales Experience in financial services industry
• Microsoft Office program proficiency
• Excellent communication skills
• Strong organizational skills
• Goal Oriented and motivated by team success

05/04/2023

Summer is knocking on the door. Give your finances a little boost so you’re ready to enjoy summer fun without worrying about your money.

Summer is just weeks away! These 5 ways to improve your finances in May can help you prepare financially so you can enjoy the best months of the year.

05/02/2023

The latest GDP numbers may be misleading. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

The latest GDP report revived talk of stagflation, but a closer look at the numbers suggests there’s more to the story.

04/27/2023

It can make your life easier and save you money, but you’ll want to deploy the right strategy. Let's work together to find a technique that will work best for you.

Folding all your loans into a single account with one monthly payment can help you get out of debt faster and more cheaply. But how does debt consolidation work?

04/24/2023

The economy shows more signs of slowing. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Further signs of a weakening economy have given investors pause, but will it be enough to stop the Fed from raising rates at its next meeting?

04/19/2023

Let’s talk if you’d like to discuss your big-picture retirement strategy.

How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.