Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
David L Shields, CLU<sup>®</sup>, ChFC<sup>®</sup>

David L Shields, CLU®, ChFC®

Dave Shields is a senior financial representative at Northwestern Mutual, with a core focus on risk management. He has been an expert in the field for over 50 years, during which he has built strong, trusting, and lasting relationships. His planning and recommendations always match what he would implement for himself or family, were they faced with a similar situation.

Dave has received numerous awards and recognition throughout his career, including the National Sales Achievement Award, National Quality Award, and Health Insurance Quality Award. He also earned two designations through the American College of Financial Services: The Chartered Life Underwriter® designation and the Chartered Financial Consultant® designation.

More recently, Dave has partnered with Equilibrium Wealth Advisors to extend the scope of planning for his clients to cover wealth management, retirement planning, and estate planning. We greatly enjoy working with Dave and seeing the incredible relationships and business he has built.  

To learn more about Dave, please visit his website: http://www.david-shields.com/

 

Matthew Blocki, RICP®, ChFC®, CFP®
Wealth Management Advisor


Equilibrium Wealth Advisors

 

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