Plan Now for Your Future

Having a multidisciplinary team at your fingertips offers you a level of comfort that is hard to find at other firms.


My Team

With over eight decades of combined industry experience, we have coached and helped individuals, couples, families, and businesses through a variety of financial and planning issues.

Our team consists of four financial professionals each certified in a different discipline, another four associates solely dedicated to providing outstanding support services, and you, the most important member of the team.

Even the most sophisticated client finds it challenging to keep up with the ever-changing investment and financial landscape. Let our team take some of the burden off you.

To learn more about our team members, click on My Team. We look forward to serving your needs.

Meet the Tennant Financial Team

We have one of the best teams around

The Financial Times has recognized Tennant Financial as one of the top financial advisors in the country four years running. Many thanks to our hardworking team and our incredible clients. We couldn’t have done it without you.

Financial Times Top Advisors of 2020

Our Expertise

Finding the right advisor can be difficult and time consuming. Thankfully, there are many alternatives to choose from in today's marketplace. To help navigate through the process, we have developed a comprehensive list of questions designed to guide you toward the right advisor for you.

At Tennant Financial, we have extensive experience assisting women during challenging times and find satisfaction knowing we can help when you need us the most. Whatever your specific concerns, we can assist you in gathering all the information and can provide the education needed to make sound decisions.

Planning for retirement can feel like an overwhelming task. At Tennant Financial, we help you make retirement planning a priority by breaking the process down into small, doable steps. Once the plan is put in place, we coach you to stay on track by maintaining a long-term perspective and update the plan when necessary.

Tennant Financial understands what it means to run a business. Whether you’re a corporate executive, 2nd generation business owner, or a doctor juggling patient care and a practice, we understand the typical concerns and difficult decisions you face every day.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.