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A comprehensive planning partnership, rooted in trust.

The Heartwood is the strongest and most central part of a tree. As the supporting pillar of the tree’s life, it provides the stability the tree needs to continue to grow, thrive, and pass on its legacy to future generations. Our mission is to help our clients achieve that level of financial strength and stability throughout their lifetime and beyond.

We partner with each of our clients to create a holistic, needs-based plan catered to their individual goals and aspirations. With more than 70 combined years of experience, we are dedicated to leveraging our expertise, providing financial literacy, and engaging our clients in every step of the planning process. Delivering peace of mind is at the heart of what we do.

1NORTHWESTERN MUTUAL CONTINUES TO HAVE THE HIGHEST FINANCIAL STRENGTH RATINGS AWARDED TO ANY U.S. LIFE INSURER BY ALL FOUR OF THE MAJOR RATING AGENCIES: A.M. BEST COMPANY, A++ (HIGHEST), MAY 2021; FITCH RATINGS, AAA (HIGHEST), JULY 2021; MOODY'S INVESTORS SERVICE, AAA (HIGHEST), JULY 2021; S&P GLOBAL RATINGS, AA+ (SECOND HIGHEST), JULY 2021. THIRD-PARTY RATINGS ARE SUBJECT TO CHANGE. RATINGS ARE FOR THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AND NORTHWESTERN LONG TERM CARE INSURANCE COMPANY.

An award-winning team

Matthew Henry has been recognized by Forbes as a best-in-state top financial security professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you!

Forbes Best-In-State Wealth Management Teams 2024
Forbes Best-In-State Award 2023

Forbes Best-in-State Wealth Management teams (January 2024), research & ranking provided by Shook® Research, LLC – data as of 3/31/2023. Forbes Best-in-State top Financial Security Professionals list (July 2023). Research and ranking provided by Shook Research. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.