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.
 
Andrew Bird, CFP<sup>®</sup>, CLU<sup>®</sup>

Andrew Bird, CFP®, CLU®

Wealth Management Advisor

Andrew Bird, also known as “Andy”, started with Northwestern Mutual in 2004 as a Financial Representative Intern. Currently, a Wealth Management Advisor, he also mentors and teaches newer representatives of the company.

Andy enjoys giving back to the community as he feels blessed to live here. Passionate about helping business owners and families achieve financial security, he loves helping people and sees his work as incredibly impactful. Perhaps one of the biggest effects Andy’s expertise can assist is with the lifestyle & options allowed in retirement planning.

Holding the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®) designations, Andy is also an active member of NAIFA/National Association of Insurance and Financial Advisors where he’s served as past president elect & on the SE Wisconsin Board of Directors. He was a 2016 NAIFA 4 Under 40 recipient for industry & community leaders. Additional awards include Million Dollar Round Table (2013-2015); NAIFA Quality Award (2011-2015); National Quality Award (2009-2010). Andy is a graduate of Marquette University with a BS in Economics.

 

Charlie Sauer, CFP®, RICP®, CLU®, ChFC®

Wealth Management Advisor

  • Office 414-615-1801
  • Fax 414-271-5840
 

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