Concierge Planning Team

We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 180 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys, and accountants, among others, to deliver and implement a customized plan addressing wealth management and preservation, business succession and exit planning, legacy needs, charitable goals, and retirement planning. We specialize in solutions for the following kinds of clients:

Individuals/families with any of the following planning needs:

  • Planning for second marriages/blended families
  • Providing for grandchildren (or future generations) using dynasty trusts
  • Planning with qualified plan or IRA assets
  • Planning for a special-needs beneficiary
  • Charitable planning

Business owners with any of the following planning needs:

  • Business succession or exit planning
  • Developing key employee retention strategies, including non-qualified plans
  • Implementing qualified plans

Executives with any of the following planning needs:

  • Non-qualified deferred compensation
  • Equity compensation, including stock options
  • Estate planning
  • Income tax strategies

Northwestern Mutual Wealth Management Company®

William F. Grady IV

William F. Grady IV   JD, CLU®, CFP®

Vice President – Wealth Strategies

Rachel Wolfgram

Rachel Wolfgram   CLU®, ChFC®, CLTC

Analyst – Wealth Strategies

Todd L. Beaird

Todd L. Beaird   JD, LLM

Case Design Attorney - Wealth Strategies

Sue Ruhland

Sue Ruhland   CFP®, CLU®, ChFC®

Lead Analyst – Wealth Strategies

Brian S. Broderick

Brian S. Broderick   MBA

Analyst – Wealth Strategies

Patrick A. Hoffman

Patrick A. Hoffman   JD, LLM

Case Design Attorney – Wealth Strategies

Mark Mitchell

Mark Mitchell   JD

Vice President – Wealth Strategies

Mike Herbstreith

Mike Herbstreith   CFA, CFP®, ChFC®, RICP®

Analyst – Wealth Strategies

Josh Blakely

Josh Blakely   JD, CTFA

Case Design Attorney – Wealth Strategies

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, (fiduciary and fee-based financial planning services), subsidiary of NM and federal savings bank. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
67-0878-01 (0316) (REV 0318)