LIVE YOUR BEST LIFE WITH CLARITY AND CONFIDENCE WELCOME TO SYMPHONY FINANCIAL
OUR PRIVATE WEALTH ADVISORS
Keith Spengel CLU ® CLTC ® , CFP ® CEO and Private Wealth Advisor
Tom McBreen CLU ® , CFP ® Partner and Private Wealth Advisor
Bob Bolt MBA, CLU ® , RICP ® Partner and Private Wealth Advisor
Josh Lerner CFP ® , CLU ® , RICP ® Partner and Private Wealth Advisor
Brad Andres CPA Private Wealth Advisor
Rachel Nutter Private Wealth Advisor
Clayton Slifer Private Wealth Advisor
Matthew J. Pulaski CFP ® , CLTC ® Private Wealth Advisor
Paul M. Gavin RICP ® Private Wealth Advisor
CONTACT US TO LEARN MORE ABOUT THE SYMPHONY FINANCIAL AND NORTHWESTERN MUTUAL DIFFERENCE.
SKOKIE OFFICE 5215 Old Orchard Rd, Suite 1200 Skokie, IL 60077 NAPLES OFFICE 4851 Tamiami Trl N, Suite 302 Naples, FL 34103 McHENRY OFFICE 5435 Bull Valley Rd, Suite 312 McHenry, IL 60050
(847) 232-1900 SYMPHONYFINANCIAL.NM.COM SYMPHONY@NM.COM
Symphony Financial is a marketing name for doing business as representatives of The Northwestern Mutual Life Insurance Com- pany and its subsidiaries in Milwaukee, WI. Northwestern Mutual Private Client Group is a select group of NM advisors and repre- sentatives. Symphony Financial and Northwestern Mutual Private Client Group are not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. To view detailed disclosures regarding individual representatives, view their information at symphonyfinancial.nm.com.
ASPIRE ON THE SHORE // 57 Forbes Best-In-State Wealth Management Teams (1/2025), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/24. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success. CFP Board owns the marks CFP ® , CERTIFIED FINANCIAL PLANNER ® , and CFP ® (with plaque design) in the U.S.
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