Katie Dawn Messer, CLU®, ChFC®

Wealth Management Advisor

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.

My Mission

My mission through building relationships with my clients is to inspire them to define and develop personal, financial and professional goals.  And to help them take concrete steps to achieve these goals, as well as keeping them accountable.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

10 Questions to Ask Your Home Inspector

Getting ready to make an offer on a house? Don’t forget to include a home-inspection contingency in your agreement of sale. Here are a few questions to ask your home inspector.

 

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