Excellentia Capital - Northwestern Mutual Private Client Group

Excellentia Capital - Northwestern Mutual Private Client Group Excellentia Capital helps families grow, protect, and pass on wealth—guided by trust and excellence.

Wishing a happy Work Anniversary to Taylor Kresse!Today we celebrate Taylor's 1-Year Anniversary with Excellentia Capita...
06/02/2026

Wishing a happy Work Anniversary to Taylor Kresse!

Today we celebrate Taylor's 1-Year Anniversary with Excellentia Capital. She's been with Northwestern Mutual since April 2013 and brings years of experience, a friendly attitude, and a hardworking spirit to everything she does.

Knowledgeable, dependable, and commited to excellence, we're so grateful to have her on the team.

Thank you, Taylor! 🎉

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...
06/01/2026

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=089170

Happy Work Anniversary to our Chief Operations Officer, Kim! From a decade of service with us to her celebrated return i...
06/01/2026

Happy Work Anniversary to our Chief Operations Officer, Kim!

From a decade of service with us to her celebrated return in 2023, Kim’s positive, goal-oriented leadership continues to elevate operations.

She models integrity, respect, and an unwavering work ethic while championing self‑improvement, humility, and gratitude. Because of her, excellence is our daily standard.

Thank you, Kim!

Please join us in wishing a very Happy Birthday to Joe Manzo-Novak, our dedicated Investment Specialist!Joe's strategic ...
05/29/2026

Please join us in wishing a very Happy Birthday to Joe Manzo-Novak, our dedicated Investment Specialist!

Joe's strategic insight, thoughtful client care, and steady judgement elevate every project he touches. We're grateful for the integrity, professionalism, and daily excellence he models for all of us.

Wishing you a happy birthday and a fantastic year ahead, Joe!

On this Memorial Day, we honor the memory of our loved ones who served and gave their all. They will never be forgotten....
05/25/2026

On this Memorial Day, we honor the memory of our loved ones who served and gave their all. They will never be forgotten.

Please join us in celebrating Gabe, our Financial Planning Associate, on his last day with Excellentia Capital.Since joi...
05/22/2026

Please join us in celebrating Gabe, our Financial Planning Associate, on his last day with Excellentia Capital.

Since joining the team in February 2024, Gabe’s professionalism, humble confidence, and commitment to excellence have made a meaningful impact on our clients and colleagues alike.

Congratulations, Gabe, on accepting a new role in Colorado with another firm — while continuing your journey with Northwestern Mutual. We’re grateful for your contributions, your teamwork, and the positive energy you brought every day. Wishing you success and happiness as you begin this exciting new chapter. Drop a note of congrats and best wishes for the road ahead!

We may be 155 miles apart, but we’re always one team united in excellence. We share it all—even these beautiful peonies....
05/21/2026

We may be 155 miles apart, but we’re always one team united in excellence.
We share it all—even these beautiful peonies. Thank you, Kati, for blooming them, and Mario for making sure they arrived in our Spokane Valley office.

We’re proud to highlight Brandon, one of our Financial Advisors here at Excellentia Capital, who has been making an impa...
05/13/2026

We’re proud to highlight Brandon, one of our Financial Advisors here at Excellentia Capital, who has been making an impact since joining our team in January!

From day one, Brandon has demonstrated an incredible drive, discipline, and passion for helping others turn hard-earned success into long-term security.

Brandon is committed to helping individuals, families, and business owners pursue a lasting financial legacy, with thoughtful strategies, personalized guidance, and a focus on excellence. His knowledge, professionalism, and client-first mindset make Brandon a true powerhouse, and we couldn’t be more proud to have Brandon on the team.

He is now accepting new clients!

If you—or someone you know—are ready to start pursuing a legacy of your own, now is the time.

Share Brandon’s information and connect using the links below to schedule a conversation.
https://www.excellentia-capital.com/schedule-a-meeting.htm

Address

12939 E Pinecroft Way, Suite 200
Spokane Valley, WA
99216

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+15094599121

Website

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