Team photo

 

Our mission is to inspire our clients to dream courageously and live with purpose.  We offer a non-judgmental and playful atmosphere, through active listening, communication, and storytelling.  We all have stories and we want to hear yours.

We value and appreciate the trust and openness required to create a viable plan that makes deep-seeded personal dreams come true.  As women, we process things differently and are emotionally invested in helping our clients dream big and then stay by their side as they navigate through life's journey.  We are partners in their progress and climb the mountain top with our clients, not preach from it. 

We educate our clients to make sure they are comfortable and confident in any decision they make.  With our humorous approach, our financial teachings are entertaining and empowering.  Our clients are excited about planning and are accepted for who they are no matter what stage they are at in life.  We respect that financial planning is an ongoing process and cannot be transactional. Like you, your plan changes as you go through life.  That is why we are all about building relationships; in fact, our client relationship is a marriage, not a one-night stand.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Charlene Marie Quaresma

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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