Erik Michael Stephens

Financial Advisor

Welcome to our site! We are glad you are here.


Our Mission

Our mission is to provide peace of mind, financial protection and innovative wealth accumulation strategies through a comprehensive financial planning process. We serve medical sales professionals and engineers around the country by helping them design and implement their dreams. By looking through a financial planning lens, we help your dreams become reality.

Whether you are a client looking to access your accounts, a prospective client doing a little homework on our practice or you just stumbled upon our site in hopes of learning a thing or two, we hope that the content here helps you to:

  • Understand our passion for financial planning, especially for those creating impact and legacy in the medical sales & engineering communities.

  • Learn more about how medical sales professional & engineers can make decisions now that lay the groundwork for a strong financial planning future.

  • Discover who Erik Stephens is and what impact he and Northwestern Mutual can have on your financial plan.

Please don't hesitate to reach out for any reason. We would love to get to know you. You can give me a call on my office line or email me at


 Email Newsletter

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.


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