Erik Michael Stephens

Financial Representative

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.

 
J. Jay Kersey, CFP<sup>®</sup>, AEP<sup>®</sup>, CFS

J. Jay Kersey, CFP®, AEP®, CFS

Wealth Management Advisor

I have had the pleasure of serving my clients in the financial services industry since 1985 and more recently with Northwestern Mutual.

I hold the professional designations of CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner and Certified Fund Specialist.

Through my affiliation with Northwestern Mutual, I have access to quality insurance and investment products. I offer a broad range of services through the Network, including comprehensive retirement, business and estate planning. I also have access to a network of professionals that provide expert guidance to ensure that my client´s needs are analyzed from every perspective.

My business philosophy centers on a comprehensive yet caring approach that I offer through the Network in meeting the needs of high net worth individuals, successful professionals, business owners and retirees.

 
 

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