Managing Director at Northwestern Mutual
La Crosse, Wisconsin Area
- Current
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- Managing Director at Northwestern Mutual Financial Network
- Past
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- Executive Director at The Spectrum Network
- Case Manager at State of Iowa
- Education
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- Luther College
- Maquoketa Community High School
- Connections
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72
connections
- Industry
- Financial Services
- Websites
Lunch Smith’s Summary
As a Managing Director, I partner with individuals and business owners to assist them with wealth accumulation and achieving their financial security goals. I also am responsible for recruiting and training new financial representatives and college interns.
An Expert in Special Needs Planning
I am a member of Northwestern Mutual’s Special Steps program, and am passionate about assisting families with special needs. I am experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.
I understand the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call me to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.
To provide families with an in-depth and coordinated special needs planning process, I also work as an integral part of a team of experts including National Care Advisors (NCA) who help families find and establish eligibility to optimize the benefits available to them.
My philosophy is to pursue long-lasting relationships built on trust. This is particularly valuable to families who have a child or dependent with special needs, where the planning process is more complex. My goal is to bring my passion and expertise to assist you in obtaining financial security for yourself and your loved one with special needs.
Lunch Smith’s Specialties:
Working with families that have children with Special Needs, Long Term Care Insurance, Life Insurance, Disability Insurance, Investments
Lunch Smith’s Experience
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Managing Director
Northwestern Mutual Financial Network
(Privately Held; Financial Services industry)
July 2002 — Present (7 years 6 months)
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Executive Director
The Spectrum Network
(Non-Profit Organization Management industry)
February 2001 — September 2002 (1 year 8 months)
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Case Manager
State of Iowa
(Government Agency; 10,001 or more employees; Government Administration industry)
April 1989 — February 2001 (11 years 11 months)
I worked with adults with special needs, their families and service providers to coordinate services and funding.
Lunch Smith’s Education
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Luther College
BA , Psychology , 1983 — 1987
- Activities and Societies:
- Baseball, Pi Sigma Omicron
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Maquoketa Community High School
Additional Information
Lunch Smith’s Websites:
Lunch Smith’s Interests:
Sports--especially my kids but also the Iowa Hawkeyes, Chicago Cubs, Pittsburgh Steelers, Boston Celtics Hunting Reading
Lunch Smith’s Groups:
Chamber Ambassadors, Decorah Viking Athletic Booster Club, NAIFA
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Northwestern Mutual Financial Network
Lunch Smith’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
