NorthStar Wealth Navigation

09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=085409

08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6185B1xnBL

08/27/2026

It was another incredible experience at Northwestern Mutual's 146th Annual Meeting in Milwaukee, Wisconsin.

Our team had the opportunity to connect with colleagues from across the country, participate in inspiring learning sessions, gain valuable industry insights, and celebrate our shared success. Every moment reinforced the power of collaboration, growth, and community.

We're returned energized, motivated, and excited to apply what we've learned as we continue serving our clients and supporting one another.

A special thank you to Northwestern Mutual for creating such a meaningful event that brings together the very best of our organization. Here's to continued growth, innovation, and success!

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=085409

08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6184BELqeg

08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

08/19/2026

Great financial planning starts with great financial advisors. Northwestern Mutual’s strong advisor network and top-tier broker-dealer ranking reflect our people-first, comprehensive approach to guiding clients toward their goals.

Read more about the newest ranking from Financial Planning Magazine: https://news.northwesternmutual.com/2026-08-18-Northwestern-Mutual-Named-Among-Nations-Top-Independent-Broker-Dealers-by-Financial-Planning-Magazine?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=085409

08/17/2026

We are excited to announce that Caroline Shannon, CPA, has joined NorthStar Wealth Navigation as our Controller.

Caroline brings a strong background in accounting, financial analysis, and professional services, having built her career with KPMG, one of the world's leading accounting and advisory firms. She is also a Certified Public Accountant and a graduate of Kansas State University. Throughout her career, Caroline has developed a reputation for analytical thinking, process improvement, collaboration, and a commitment to excellence.

In her role as Controller, Caroline will help lead our financial operations, reporting, forecasting, budgeting, advisor productivity analytics, and long-term planning initiatives. She joins NorthStar at an exciting stage of growth, and her expertise will help strengthen the financial foundation needed to support our advisors, team members, and clients for years to come.

Caroline's arrival is especially meaningful because she represents the third generation of the Shannon family to contribute to the organization whose roots trace back to the vision and leadership of her grandfather John R. Shannon. Today, that legacy continues through his daughter, CEO Tracy VanDyke and now extends to a new generation of leadership and stewardship.

While family history is something we are proud of, what excites us most is the value Caroline brings as a professional in her own right. She joins NorthStar because of her capabilities, character, and desire to help build the future of the firm.

At NorthStar, we spend each day helping families navigate financial decisions across multiple generations. We help clients build legacies, transfer values, and position future generations for long-term success. In many ways, Caroline's decision to join NorthStar reflects those same principles within our own organization.

As a firm, we believe that great organizations, like great families, are built with a long-term perspective. The continuity of values, relationships, and leadership across generations is an important part of what makes NorthStar unique.

We are thrilled to welcome Caroline to the team and look forward to the impact she will have as we continue serving clients, supporting advisors, and building NorthStar's future together.

Please join us in welcoming Caroline Shannon, CPA, to NorthStar Wealth Navigation!

08/14/2026

Great leadership we're proud to stand with. Our Chairman, President and CEO, Tim Gerend, has been recognized on Glassdoor’s 2026 Best CEOs list. It’s a reflection of the people and culture that makes us who we are. Congratulations, Tim. Well-deserved.