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

As advocates for our clients, our mission is to steward our time, resources and expertise in such a way that empowers those we serve to become the best versions of themselves.

We do this best by:

  1. Helping our clients discover the core of their deepest personal and professional aspirations for themselves and their families.

  2. Designing and implementing a modern financial plan using proven strategies that build sustainable wealth now and for future generations.

  3. Learning and growing alongside our clients as we collectively become the best versions of ourselves.

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 the content here helps you to:

  • Understand our passion for financial planning, especially for those building their professional legacy as executives at organizations like Great American Insurance Group and The Kroger Corporation.

  • Learn more about how our team can help make sure you make it through retirement, not just to retirement.

  • As a professional services provider in the medical and legal fields, discover how we may help you articulate your true aspirations and build a plan around them.

  • Discover who Geoff Stevens 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 geoff.stevens@nm.com.

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Planning For Financial Security With Northwestern Mutual

Building a secure financial future is like building a custom home: it takes a trusted architect and a solid plan that suits your unique needs.  Watch this video to find out a comprehensive, personalized financial plan can help you achieve the future you’re dreaming of.

Geoff Stevens, CFP®, MBA
Financial Advisor

The Shuley Stevens Group

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

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.


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