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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 Representative

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

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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