My Mission

"Our mission is to create Confidence and Clarity for clients, helping their day to day actions align with their Goals, Vision & Values. We want to take what is in your head and put it in writing. We truly believe when things are written down and clients have accountability, that is the recipe for long term success.

We love when our clients view us as a personal Chief Operating Officer and realize their annual review meetings are a board meeting covering the progress of their life's vision.

Lifelong relationships with our clients that improve their personal and financial frameworks, while meeting their goals and objectives, that is why we believe we have been in business for 12 years. "

-Kevin M. Gomez, Jr.




Kevin Michael Gomez Jr, MBA, CLTC®

Financial Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how


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