My Mission

My mission as a Northwestern Mutual Financial Representative is to help you identify your current financial picture with your future financial goals. I am passionate about providing innovative solutions to individual financial situations. With the help of a Network of Specialists well-versed in world-class insurance services and internationally recognized investment products, I can help you achieve your financial goals no matter where you are in life.  

I have seen many individuals, couples, and families benefit greatly from Northwestern Mutual's services over the years. While I enjoy helping clients achieve financial stability that works for them, the best part about my job is the relationships I build with my clients, which often last a lifetime.

 

Planning for Financial Security with Northwestern Mutual

Learn how Northwestern Mutual can help you achieve your goals with our unique planning process. Our comprehensive approach to personalized financial planning can help you achieve the future you envision.

 

The Business Corner

With a focused experience on the business owner, Jay Ward can provide guidance for any stage of your business:

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.