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Sophisticated Planning Strategies Team

Meet Our Dedicated Sophisticated Planning Strategies Team

We partner with a dedicated team of experts from Northwestern Mutual’s home office with extensive financial industry and private practice experience in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys and accountants, among others, to deliver and implement a customized plan addressing tax, estate, charitable giving, retirement, liquidity, business succession, and executive benefits planning.

Patrick A. Hoffman headshot

Patrick A. Hoffman J.D., LL.M


Carolyn Brannan England headshot

Carolyn Brannan England J.D.


Anh Bishop headshot

Anh Bishop J.D., CFP®

Wealth Planning Attorney

Stefanie Nolte headshot

Stefanie NolteCPA

Wealth Planning Analyst

Matt Boyd headshot

Matt BoydCPA

Tax Analyst

Jim Klaffer headshot

Jim KlafferCPA

Tax Analyst

Tina Farhat headshot

Tina FarhatCFP®, WMCP®, RICP®

Relationship Manager