Panoptic Planning Partners- Northwestern Mutual

03/30/2026

On National Doctor's Day, we're grateful for the physicians we have the privilege to work with.

You operate in a world that demands precision, long hours, constant decision making and we don't take that lightly.

At Panoptic, our role is simple: bring clarity to the bigger financial picture so you can stay focused on what matters most, impacting lives!

Thank you for all that you do!

07/17/2023

Panoptic Planning Partners is a dynamic, boutique financial planning and wealth management firm currently hiring for a Client Service Associate role on our team.

The Client Service Associate (CSA) will be disciplined in the onboarding of clients as they move through the planning process with the advisor. They will also be responsible for helping to maintain client relationships by providing a high level of customer service to enhance the overall client experience. The CSA will be solutions-oriented throughout their interactions internally and externally, and able to thrive/adapt/maintain order in a fast-paced environment. If you are a self-starter, organized, efficient, enjoy working within a team, have a service first mentality and exude positivity, then you are the person we are looking for! Please reach out to: Sarah Settle, Director of Operations at [email protected]

11/24/2022

This year we’re thankful for our families, health, team, and our wonderful clients! We appreciate your confidence, trust, and willingness to let us be a part of your lives.

Make sure to tell someone you’re thankful for them and how important they are to you. We hope you have a Happy Thanksgiving with those you love and cherish!

07/29/2022

Incredibly humbled and honored for our team to be named to the 2022 Forbes Top Financial Security Professionals Best-in-State List.

We are so thankful for all of the relationships we’ve built along the way and for being able to serve wonderful clients. We’ve built a wonderful team of caring individuals and look forward to continue to grow our team to better serve our clients! 

Forbes Northwestern Mutual

02/24/2022

11/25/2021

This year we’re thankful for being able to work so many clients who share our values. We appreciate you allowing us to guide you with one of the things most important in your life and are thankful for your trust.

Take today to enjoy the thing truly most important in your life and that’s spending time with those you cherish. Also, take time to remember those we’ve lost this year and the great memories you were able to share. Have a wonderful Thanksgiving!

09/22/2021

Thankful to be able to support those who are working hard to keep everyone safe and healthy! Thank you for all you do!

07/31/2020

These are easy ways to give your home some TLC.

Taking care of your home doesn’t have to take a lot of time. Here are 6 home maintenance projects you can do in an hour.

07/22/2020

You can still give your resume a boost. Here’s how.

Summer internship cancelled? There’s still a way to use the experience to get a job after college. Here’s what to do if your internship was cancelled or became virtual.

07/16/2020

We’re featuring Northwestern Mutual clients whose businesses have been affected by the coronavirus. You can support them by sharing their stories and helping them get the word out.

The owners of  Potomac Hospitality Group and Ruby’s Southern Kitchen had one goal for getting through the coronavirus: Keep all their employees on payroll.  Here’s how they did it.