Kevin Mark Regan, CFP®

Wealth Management Advisor


Our mission is to deliver strategic portfolio analysis and creative holistic financial planning solutions for successful business owners and professionals. We deliver a laser focused execution with ongoing proactive management, while providing an unparalleled service to ensure our client’s most desired future. We know our clients put their hearts and souls into their work and don't always have the time required to have optimal success in their personal financial lives. This is why the most important part of our mission is our bound to a commitment of quality, trust and compassion to the highest degree.



Financial Planning Process

Watch this short video to learn our comprehensive approach to personalized financial planning.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck