Courtney S Blenner, J.D.

Financial Advisor

My Mission

Financial planning doesn't need to be stressful, boring, or difficult to understand. I am passionate about helping my clients achieve their financial goals in an environment that is motivating, intelligible, and transparent.  My goal is to reduce financial stress so that you can focus on what matters most to you.

My Process

I start with a conversation to hear about your goals and priorities.  I rely on my knowledge, experience, and team of specialists to assess your feedback and create a tax-efficient, actionable plan.  Finally, we follow up systematically, because your life and goals are constantly evolving.  

My Commitment

  • Always tell the truth.
  • Always do the right thing.
  • Always mitigate risk.
  • Always think ahead.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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.

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
Download now

 

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