Kevin Mark Regan, CFP®

Wealth Management Advisor


Our mission is to deliver strategic portfolio analysis and creative holistic financial solutions with laser focused execution and ongoing proactive management, while providing unparalleled service to ensure our client’s most desired future.

Most importantly, our mission is bound by a commitment to quality, trust and compassion to the highest degree.



Financial Planning Process

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

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.


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