Our team has the pleasure to serve many families and businesses in the Fox Valley and throughout the midwest. Our team consists of: Sydney Reed, Andrew Rose, Kelly Turney, and Amanda Follen. Each of our team members bring their own unique talents and abilities to be able to serve our clients in the absolute best way possible. 

My philosophy around planning is simple; plan with clients to minimize unnecessary risks and improve overall balance sheets in the most tax and cost effective manner possible. 

Over the last several years we have found that the world of finance is complicated, lacks continuity, and is full of conflicts of interest. We're here to work with our clients to sort it out, plan it out, and point it out. We truly believe that this transparent process of planning has allowed us to better serve our clients, and build long lasting relationships in our community. 

I have found that some people look back on their lives with regret; not for the things they have done, but for the things left undone. They find they are more successful than they anticipated but saved less than they intended. That is where my team comes in. We take the time to get to know you and your goals and objectives. We can help you anticipate and prepare for the best—and worst scenarios. The relationship we establish with you enables us to focus on your needs – today and throughout your lifetime.

I firmly believe in holistic planning and values-based solutions. Our team will work tirelessly on creating an appropriate personal plan and review to make sure the plan is reaching its financial destination.

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.

Matthew G Follen, CLTC

College Unit Director

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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

See what our version of financial planning looks like.

Learn More

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.

 

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