Sherrie Robért VanKoevering, CLTC®

Financial Advisor

Our Mission

Our team specializes in providing strategic, comprehensive advice to help people reach their potentials and build a great relationship with money. The majority of my clients are dentists, physicians, business owners, nurses and executives. I am especially proud of the dream team of financial advisors I have across the country and often collaborate with fellow advisors to educate clients on wealth management strategies and solutions. There is no planning too complex for our team.

Signature

The Business Corner

Thanks to smart financial planning, Mindy Gohr and Esther Griego are the owners of Bittersweet Pastry Shop and Cafe in Chicago. Watch this short video to see how Sherrie helped the bakery team implement integrated solutions designed to realize their vision for their business, their employees and their future.

With a focused expertise on the business owner, I can provide guidance for any of your business issues:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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