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

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more


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