Our mission is to be the trusted lifelong financial partner, guiding our clients towards constant forward momentum and ultimate financial freedom. We strive to create peace of mind and instill financial security by aligning our clients' goals with strategic planning throughout all stages of life. Building strong relationships based on trust, we prioritize understanding and supporting what is most important to our clients, their families, and their bright futures.
An award-winning team
Derek DeSanto has been recognized by Forbes as a Best-in-State Top Financial Security Professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you!
Forbes Best-in-State Top Financial Security Professionals list (July 2023,2024). Research and ranking provided by Shook Research. Based upon data as of December 31st of the preceding year. Northwestern mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.