Our Mission

"Help successful people have financial peace of mind by customizing their plan for life's contingencies and opportunities in a way that's consistent with their goals and values."

A Message from Bill Cunningham

For over 33 years, I have had the honor and privilege of working closely with individuals and business owners, helping them reach long-term financial security.  I recognize that each client's current financial situation and financial dreams they wish to achieve is unique. 

As your financial advisor, my responsibilities are to carefully listen to what your current situation and future goals are, to help you gain clarity and organization of your financial life, and to identify and develop financial solutions that turn your dreams into reality.

My team and I make it a priority to focus on each client and their unique situation.  We provide values-based, as well as fee-based planning, customized to your needs and goals.  Our team goal is that you feel well-informed and equipped—not sold—to confidently make decisions about planning for your financial security, as well as for future generations.

Whether you are concerned about your own financial needs, or those of your family or business, I will walk alongside you, and together we can achieve your financial ambitions and protect the people and things you care about most.

Bill D Cunningham, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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