Professional

Adam started his career with Northwestern Mutual in 2010 after a successful career in commercial construction management. His decision to change careers from construction management to financial planning was based on the opportunity to make a significant impact in people’s lives.

Adam originally planned on being a teacher as he has always had a passion for helping people. Since starting his career with Northwestern Mutual, he has built a practice serving clients from many walks of life across the country. Adam is passionate about his work for his clients, summarized by three words: to always work hard, care about his clients and what is important to them, and serve them to the best of his ability.

In recognition of his outstanding work for his clients, Adam has received numerous awards from Northwestern Mutual industry organizations, including:

• Million Dollar Round Table Member 2011-present
• NAIFA Quality Award Winner 2013-present
• Fidelity Advisor Counsel 2019-2021
• Many Northwestern Mutual accolades, including multiple Achievement and Life Impact awards.

THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) QUALITY AWARD IS PRIMARILY BASED ON SALES PRODUCTION. ADVISORS MUST BE A NAIFA MEMBER AND PAY AN APPLICATION FEE. AWARD IS BASED UPON PRODUCTION FROM THE PRIOR CALENDAR YEAR. FOR MORE INFORMATION SEE: AIFA.ORG/MEMBERSHIP/AWARDS/QUALITY-AWARD.

Adam is passionate about learning and continuing to improve his expertise. He currently holds the following licenses, registrations and designations.

• Life, Accident, and Health Insurance
• Series 6 Investment Company and Variable Contracts
• Series 7 General Securities
• Series 63 Uniform Securities Agent State Law
• Series 66 Uniform Combined State Law
• Chartered Life Underwriter (CLU®)
• Wealth Management Certified Professional (WMCP®)
• Chartered Financial Consultant (ChFC®)

Personal

Adam was born and raised in Southern California, where his father ran the family business, and his mother was a purchasing executive. Adam moved to the Saint Louis area in 2003. After a career in construction management, he started his financial planning practice in 2010.

Adam is married to Dayna who is a sign language interpreter and occupational therapist. They live in O’Fallon, Illinois, with their youngest daughter Sophia and 2 dogs, Finnegan and Sadie.

Adam also has an adult daughter, Janae, who is a social worker currently at Wesleyan University in Bloomington, Illinois.

Adam and his family love to travel and are the adventurous types, visiting unique places all over the world.

Adam is passionate about all sports, an avid golfer and continues to play in a softball league.

Adam and Dayna love to be involved in their community supporting local organizations.

Professional

Steve started his professional career after graduation the Air Force Academy and entering the Air Force as a C-130 pilot, along with one assignment as an instructor pilot and completing his career at Scott AFB in the St Louis area.

After retirement from active duty, Steve spent a few years working as a government contractor in and around the area of Scott AFB. In 2015 he joined the Northwestern Mutual team and has built his practice working primarily with current and former military members.

Steve has qualified several times in his career for the Million Dollar Round Table and holds several securities registrations.

• Life, Accident, and Health Insurance
• Series 6 Investment Company and Variable Contracts
• Series 63 Uniform Securities Agent State Law

Education

• United States Air Force Academy - Political Science (Bachelor of Science)
• University of Phoenix - Management (Masters)

Personal

Steve was born in Detroit, Michigan where he grew up through graduation from high school. He then entered and graduated from the United States Air Force Academy. Steve moved to St Louis at the tail end of his military career and started his financial planning practice in 2015.

Steve has one daughter, Zoey, and he lives in St Louis, Missouri and enjoys playing golf, cooking, home improvement and traveling with family and friends. Steve is also a big college football fan, starting with his alma mater, the Air Force Falcons.

Personal

Cameron is an ardent self-learner with a profound passion for financial planning, inspired by personal family experiences. His dedication was sparked by witnessing his father, a former business owner, lose everything during the 2008 Financial Crisis. Despite the setbacks, his father took on various roles, including becoming a substitute teacher, to support the family. However, his career was tragically cut short by an early onset Alzheimer's diagnosis, which saw him decline into a shell of his former self over eight years. Throughout this challenging period, Cameron's mother, Susan, selflessly devoted herself to his care without any retirement savings or financial support, highlighting the critical need for comprehensive financial planning.

Cameron firmly believes in the importance of having a robust financial plan that identifies blind spots well in advance and motivates individuals and families to take proactive steps. He stresses the integration of investments and insurance to increase the probability of financial success, mitigate risks, minimize taxation, and, most importantly, enable families to create lasting memories together.

A steadfast advocate of the academic sciences behind retirement income planning, Cameron is driven by the conviction that mathematical principles are paramount. Drawing from his background as a high school basketball coach, he values thorough analysis and strategic planning. Just as in sports, where preparing for the opponent involves calling plays in advance, he believes that a well-constructed financial plan can address any challenges, equipping families to navigate the uncertainties of life.

Cameron's mission is to leverage his knowledge and experiences to help others achieve financial stability, ensuring they can enjoy meaningful moments with their loved ones as time is the a commodity with no price tag.

Professional

Cameron is a financial book worm with the everlasting pursuit of knowledge. He currently holds the following licenses, registrations, and designations.

• Life, Accident, and Health Insurance
• Series 7 General Securities
• Series 6 Investment Company and Variable Contracts
• Series 63 Uniform Securities Agent State Law
• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• Retirement Income Certified Professional (RICP®)
• And Prospective CFP® recipient in (July 2025)

Professional

Nancy joined the Air Force after she finished high school. While in the Air Force, Nancy worked in the medical field, specifically in Mental Health. Throughout her career she had the privilege to help individuals work though life, work, and family challenges. She’s been stationed in Texas, Alaska, Japan, Oklahoma, Florida, and finished her career at Scott AFB in the St. Louis area.

After retirement from active duty, Nancy took the opportunity to stay at home to be there and care for her children when they were younger. In 2023 she joined the Northwestern Mutual team and has built her practice working primarily with current and former military members.

Nancy is driven to learn and continues to improve her knowledge in the industry. She currently holds the following licenses and registrations.

• Life, Accident, and Health Insurance
• SIE, Securities Industry Essentials
• Series 6 Investment Company and Variable Contracts
• Series 63 Uniform Securities Agent State Law

Personal

Nancy was born in New Jersey and lived there until she was 13 at which time her and her family moved to Montreal, Quebec. She graduated high school in Montreal and shortly thereafter her and her family moved back to New Jersey and immediately enlisted in the Air Force. Nancy and her husband wanted to provide stability for their family and decided to stay in the St Louis area. After her Air Force career, she started her financial planning practice in 2023.

Nancy is married to Francisco (Paco) who is also retired from the Air Force. They live in Shiloh, Illinois, with their daughter Isabella, 2 dogs, Stitch and Angel and their cat Lilo. Nancy also has 2 adult twin sons, Nathaniel & Zachary, who are currently living in Ohio. Nancy loves to cook, enjoys her monthly book club and is a leader for her daughter’s Girl Scout troop. Nancy also is a School Board Member for Whiteside School District in Shiloh, Il.

Nancy and her family love to travel, visiting National Parks and sight-seeing. They also enjoy spending time with family & friends and are always looking at what new home improvements they can work on next.