Thomas R Vaughn, CFP®, CLU®, ChFC®, AEP®

Wealth Management Advisor

  • Office 850-474-1020
  • Fax 850-757-0040

Network of Specialists

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.
 
Kristan R Brinkley, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, RICP<sup>®</sup>

Kristan R Brinkley, CFP®, CLU®, ChFC®, RICP®

Financial Advisor

Our mission is to secure your future, protect what is important to you and to help you become your best version of you. You bring us your vision and we help make it happen.

We achieve this:
·   By Educating You
·   By Respecting Your Assets
·   By Solving Your Problems
·   By Monitoring Your Progress
·   By Keeping In Touch

The future is unpredictable, but with a little help, integrity and guidance, you can feel prepared for whatever it may bring.

 
Ben Gantt

Ben Gantt

Wealth Management Advisor

A Message from Ben Gantt

Most professionals in the financial services industry operate exclusively in one of these areas:

  • Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return".
  • Insurance Agents - These advisors tend to view insurance as the solution to every problem.

We specialize in holistic financial planning with a heavy focus on creating income distribution plans that look to adapt to changing financial environments. We help clients get the most out of their financial lives by designing plans to help maximize the probability of a successful outcome based on several key factors including taxes, market environment, health care costs, social security optimization, longevity, and legacy goals.

Most importantly, we take a collaborative approach to planning: We educate. YOU make decisions. Not the other way around.

Best regards,

Ben Gantt
Wealth Management Advisor

 
Dustin M Vaughn, CLTC<sup>®</sup>

Dustin M Vaughn, CLTC®

Financial Advisor

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

 
Marnie Tate, CLU<sup>®</sup>, ChFC<sup>®</sup>, CLTC

Marnie Tate, CLU®, ChFC®, CLTC

My Mission

Marnie's mission is to help her clients attain financial security for their families and businesses with innovative solutions for a lifetime of financial security.  Marnie works to create long-term relationships based on honesty, trust, integrity and mutual respect.  She will make recommendations that fall in line with what she would do for herself and her family if faced with a similar situation.

About Marnie Tate

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Marnie and her teamcan help you identify your needs and provide complementary solutions.

 
Terrence L Berling, CLU<sup>®</sup>, AEP<sup>®</sup>

Terrence L Berling, CLU®, AEP®

As a Northwestern Mutual Financial Representative, in all situations Terry Berling will make those recommendations which he would do for himself and his family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Terry will do his best to help you protect and provide for those people you care about most. He will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for himself.

 
 

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