DESIGNATIONS

• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Retirement Income Certified Professional (RICP®)

AWARDS & RECOGNITION

• National Association of Insurance and Financial Advisors and Quality Award (NAIFA)
• Northwestern Mutual Forum Qualifier (1996, 2001, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2020, 2021)
• Financial Times Top 400 Financial Advisors (2020) Northwestern Mutual Life Impact Award (2010, 2011, 2012, 2013, 2014, 2015, 2017, 2019, 2020, 2021)

PERSONAL

I was born and raised in Sterling Heights, Michigan and currently reside in Oakland, Michigan with my wife Nella and our four children. I work with business owners and high-level clients by developing specialized comprehensive financial plans with an emphasis on advanced estate and financial planning topics. Away from the office, I find pleasure in attending sporting events and spending time at our Northern Michigan home with family. I am very active in the community, including many local church organizations and business associations.

A graduate of the University of Tennessee in Knoxville, Scott has been with Northwestern Mutual in a variety of roles since 2007. He joined the Cranbrook Team in November 2009. Scott is fully licensed in Life, Heath, Long-Term Care Insurance & also a Registered Representative with NMIS, having passed the FINRA Series 6, 63, and 7 securities exam. In addition Scott has earned the Chartered Life Underwriter (CLU®) designation, Chartered Financial Consultant (ChFC®) designation, and CERTIFIED FINANCIAL PLANNER™ certification.

Scott currently prepares in-depth personal financial plans, manages client assets, and conducts meetings with both existing and prospective clients.

In his spare time, Scott enjoys spending time with family, golf, competitive sports, and relaxing in the wilderness of Michigan's Upper Peninsula.

Jeff is 1996 graduate of Oakland University, B.S. He has been affiliated with Northwestern Mutual since 1999 and with Sebastian's team since 2006. Jeff holds the life, accident & health, and variable contracts licenses as well as the Series 6 & 63. Jeff's focus is in the qualified plan arena such as 401(k), Profit Sharing, & Cash Balance plans. In his spare time, Jeff spends time with his wife and children. He enjoys coaching youth sports, golfing, and reading.