Welcome to our site! We are glad you are here.

Our role as our clients’ financial caregiver is to build a deeply engaged community of medical professionals that has identified and chosen to actively pursue their life’s most important priorities.

Whether you are a client looking to access your accounts, a prospective client doing a little homework on our practice or you just stumbled upon our site in hopes of learning a thing or two, we hope that the content here helps you to:

  • Understand our passion for helping the medical community make wise decisions about their wealth from the beginning of their career and all the way through retirement.

  • As a resident or young physician, we hope that you connect with us to learn more about the simple steps you can take to lay the foundation for financial security.

  • As an established physician or active member of the medical community, we hope that our expertise provides value in how to manage the busyness of your life without neglecting the personal care you deserve.

  • For medical professionals that are approaching retirement, we hope that what you find on this site helps you feel more confident about your ability to enjoy the freedom you have deeply earned.

  • Discover who Kristen Swank is and what impact she and Northwestern Mutual can have on your financial plan.

    Please don't hesitate to reach out for any reason. We would love to get to know you. You can give me a call on my office line or email me at kristen.swank@nm.com.

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Kristen Ann Swank

Financial Representative

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