Gordon P Gruenes, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

My Business Partners

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Kurt L. Kidder, J.D., ChFC<sup>®</sup>

Kurt L. Kidder, J.D., ChFC®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Kurt Kidder is the Director of Estate & Business Planning for Northwestern Mutual - Chicago. He is also one of the founding members of the Estate Strategies Group (ESG). ESG's focus is comprehensive, inter-disciplinary estate and business transition planning for wealthy clients and business owners. Kurt assists clients in clarifying their goals, auditing their existing planning, and then assembling a team of experts from different disciplines to design the appropriate combination of strategies to reach these goals.

 
Edward J. Koznarek Jr., CLU<sup>®</sup>, CFP<sup>®</sup>

Edward J. Koznarek Jr., CLU®, CFP®

Wealth Management Advisor

Ed provides expert investment and financial assistance to individuals and businesses. He assists people in quantifying their objectives and develops and implements financial solutions tailored to their goals.

 
John Araujo, RHU<sup>®</sup>

John Araujo, RHU®

Employee Benefit Specialist

John and his team at Affiliated Benefit Consultants are a great resource for my clients who own and/or operate small to mid size businesses. Providing benefits to attract and retain employees is critical to the success of any business.  He focuses his practice helping business owners that have between 50 and 2,000 employees by providing medical insurance, retirement plans, group disability, and  life and dental plans.  We work closely with John to ensure a positive experience for our clients' employees, providing great customer service and tax efficient strategies.

 
Steven H. Domsky, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, CLTC<sup>®</sup>

Steven H. Domsky, CFP®, CLU®, ChFC®, CASL®, CLTC®

Wealth Management Advisor

Steve and his team are a great resource for my clients who own and/or operate smaller businesses. Providing benefits to attract and retain employees is critical to the success of any business. He focuses his practice helping business owners that have between 1 – 50 employees by providing medical insurance, retirement plans, group disability, life and dental plans. We work closely with Steve to ensure a positive experience for our clients' employees, providing great customer service and tax efficient strategies.

 
Steven J Marlow, CPA, MAcc

Steven J Marlow, CPA, MAcc

Steve is a Consulting Principal with Bank Compensation Consulting (BCC).  BBC is a nationally recognized expert in the design, implementation, and administration of Bank Owned Life Insurance ("BOLI") and Non-Qualified Benefit plans.  BBC compromises a core group of professionals who collectively have over 250 years of experience working with more than 600 banks nationwide.  For my clients who lead community banks, Steve and his team work with them to achieve their employee retention and recruiting goals while enhancing shareholder value.  The banking industry experts can evaluate you current compensation elements and compare those to industry peers.  They will work knee to knee with you to design an effective benefit plan, while offsetting the costs to create a revenue neutral program. 

 
David H Johnson III, CPA, MBA

David H Johnson III, CPA, MBA

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Dave is a name Partner with Delack-Johnson Associates. Dave has provided expertise with plan design in developing retirement solutions for my clients who own their own business. With Dave's assistance, we have facilitated the introduction, evaluation, selection, and implementation of plan record keepers. We have also prepared benchmarks for existing qualified plans. Lastly, we avidly support participant education and consultation.

 

 

 

 
Joseph M. Smith, CFP<sup>®</sup>, CLU<sup>®</sup>

Joseph M. Smith, CFP®, CLU®

Wealth Management Advisor

Joe is a founding member of Catalyst Planning Partners in Chicago.  Between providing true 'Fee Based Financial Planning' and comprehensive retirement transition and income distribution planning, Joe and his team have been a great resource to those clients who are in need of his experience and expertise. 

 
Richard M Perlin, CPC, J.D.

Richard M Perlin, CPC, J.D.

Retirement Plan Specialist
Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Richard co-founded an independent T.P.A. firm,  which services roughly 400 retirement plans, with sizes ranging from just 1 participant to over 1,000.  Richard's firm designs retirement plans that are a great tool for tax-efficient strategies, retirement savings, and employee incentives.

 
Thomas J. Canale, CFP<sup>®</sup>, ChSNC<sup>®</sup>, ChFC<sup>®</sup>, CLU<sup>®</sup>

Thomas J. Canale, CFP®, ChSNC®, ChFC®, CLU®

Wealth Management Advisor

Special Needs Planning

Planning for a dependent with special needs can be complicated. It is recommended that you work with a team of experts – including an attorney, a financial professional and a social service professional. As a key member to the special needs team, I provide solutions for families with special needs

 
Allan K Bell, CLU<sup>®</sup>

Allan K Bell, CLU®

Financial Advisor

Special Needs Planning

For the family of a person with special needs, financial planning is a necessity. A well-designed and executed special-needs plan can have a profound impact on your loved one’s quality of life and can help turn your dreams for his or her future into reality. A comprehensive plan can also help you avoid some common mistakes and oversights that could jeopardize the lifetime support of your loved one with special needs. With so much at stake, it’s vital to work with professionals who understand the complexities of  planning for a person with special needs.  In fact, getting advice from someone without this expertise may do more harm than good.

 

 
Bryce Alan Simon, CFP<sup>®</sup>, ChFC<sup>®</sup>, RICP<sup>®</sup>, CLU<sup>®</sup>

Bryce Alan Simon, CFP®, ChFC®, RICP®, CLU®

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
Financial Representative
Wealth Management Advisor

Bryce is the Group Long Term Disability Income Specialist for Northwestern Mutual - Chicago. He works with business owners in evaluating what gaps exist in their current plans, educating them on the options available in the marketplace, and creating plans to fill in those gaps.

 
Christina I Collins, CFP<sup>®</sup>, CPWA<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, RICP<sup>®</sup>

Christina I Collins, CFP®, CPWA®, CLU®, ChFC®, RICP®

Financial Representative

Christina specializes in helping clients prepare for and transition into retirement.  She makes complicated information easy to understand.  Her aim is for her clients to enjoy retirement, not worry about income, and meet their legacy goals.

Christina was recognized by Barron's as one of the Top 100 Women Advisors for 2018.

 

 
Christian Dill, CFA<sup>®</sup>, CFP<sup>®</sup>

Christian Dill, CFA®, CFP®

Financial Representative
Wealth Management Advisor

Chris Dill joined Northwestern Mutual in 1990. He has spent over 20 years working with his clients to develop Wealth Mamagement strategies to complement their planning.  In 2001 Northwestern Mutual-Chicago appointed Chris as the Associate Investment Specialist, later becoming the Senior Investment Specialist in 2002.

 

 
 

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