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.

 
Dana R Barrows, CLU<sup>®</sup>, ChFC<sup>®</sup>, J.D.

Dana R Barrows, CLU®, ChFC®, J.D.

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Has focused his practice the past 30 years, on working with closely held, often family business owners, their families and the Business.

His law background and tax knowledge enables his team to work collaboratively with the Owner’s other professional advisors, to achieve the desired and appropriate Business Continuity, Succession, and Estate Tax Planning and Funding Solutions.

 
Robert D Davey, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Robert D Davey, CFP®, CLU®, ChFC®

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
 
Seth J Kalkstein

Seth J Kalkstein

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 
John M Cortese

John M Cortese

Annuity Specialist
Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.
 

Brian M Jones, CPA, PFS, CFP®, CLU®, CLTC®
Wealth Management Advisor


The Jones Financial Group

  • Office 203-264-8881
  • Fax 203-413-4448
  • Toll Free 866-426-5258
 

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