Expertise

The mission of Northwestern Mutual - Southwest is to provide you with expert guidance and innovative solutions that are right for you, and for those who depend on you.

Whether focused on your personal finances, your business or both, your Financial Representative will work with you to understand your financial goals and ensure that we are providing you with the right information and products to meet your needs.

At Northwestern Mutual - Southwest, your Financial Representative will be working closely with our team of Specialists to help you realize your future financial goals. We have Specialists to assist you with your financial needs in areas such as:

  • Life
  • Long-Term Care
  • Disability
  • Employee Benefits
  • Investments
  • Estate Planning

Below, you will find a list of our specialists and a brief description of what they can do for you:

Dustin E. Brutton, CLU, Life Specialist

Dustin is a graduate of the W.P. Carey School of Business at Arizona State University and holds a Bachelor of Science degree in Marketing. Dustin became a Financial Representative in 2007. Since joining Northwestern Mutual he has earned his CLU® (Chartered Life Underwriter), has been recognized with the NAIFA Quality award and is a qualifying member of the Million Dollar Round Table. In 2013, Dustin married his best friend and the love of his life, Kayla.  Dustin and Kayla currently reside in Chandler, Arizona where they enjoy spending time with family and friends, golfing, hiking, and walking their dog, Murphy. Dustin enjoys playing in softball and basketball leagues and is an avid Notre Dame Fighting Irish and Indianapolis Colts football fan. Dustin is a devoted mentor for the office and is proud to be part of Northwestern   Mutual - Southwest leadership team.

 

Brett Stein, Long-Term Care Specialist

Brett Stein graduated from the University of Arizona with a degree in Psychology and has been with Northwestern Mutual in Tucson since April 2003. He has been the Long Term Care insurance Specialist since 2008. In his career he has earned the Achievement Award, Life Impact Award and NAIFA’s National Quality Award.  He is married to Holly and they have two children, Aven and Adelyn. He serves as the Vice President on the Board of Directors for The Hearth Foundation in Tucson, a non-profit organization that provides shelter for homeless women with children. He also is the only father to serve on his daughters preschool’s FFO which he chairs the Teacher Appreciation committee. Brett’s burning desire is to spend as much time as possible with his family making memories while at the same time making a positive impact in his community.

 

 

Richard Walter Beyer - Disability Specialist

Rick is a wealth management advisor known for finding efficiency with each dollar spent or saved. He works closely with medical and legal professionals, entrepreneurs and business owners to help them prepare for financial success and keep an eye on the "what if's" in life. Rick received his Bachelor of Interdisciplinary Studies degree from Arizona State University with concentrations in Economics and Business Administration. He was nominated and selected to be the commencement speaker for his graduating class and continues to give back to the university through his adjunct faculty role. Originally from Northern Wisconsin, Rick enjoys spending quality time with his family and friends in the beautiful Arizona desert, mostly on the golf course. Rick and his wife have been together for 20 years. Together, they have four children, one precious daughter and three amazing sons and one on the way, due in February. A devoted husband and dad, he loves coaching soccer, basketball and swimming. Rick and his family are parishioners of St. Bernard of Clairvaux Catholic Church in Scottsdale. He and his wife also enjoy giving back by volunteering their time at Saint Vincent de Paul and numerous other parishes throughout the diocese.

 

 

Johnathan Michael "Mike" Berg, CLU®, Employee Benefits Specialist

Mike Berg is a native New Mexican and has work with Northwestern Mutual for 23 years in Albuquerque. He has been a full time Financial Representative and Group Specialist for 21 years in the Albuquerque office. Mike is the SEBS Director and the Employee Benefits Specialist for Northwestern Mutual - Southwest. Mike has been married to his beautiful wife Pam for 25 wonderful years. They have 3 great children Jennifer, Justin and Jessica.  Mike enjoys golfing in his spare time, and is looking forward to expanding his work in the Arizona territory.

 

 

 

 

Chad Wing, CLU®, ChFC®, CFP®, MSFS, Investment Specialist and Wealth Management Advisor

Chad is a proud recipient of bachelor degrees in Economics and Business Administration from St. Norbert College in Wisconsin.  Chad completed Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) in 2001, CERTIFIED FINANCIAL PANNERTM (CFP®) in 2005, and Masters of Science in Financial services (MSFS) at the beginning of 2011. Chad is a fee-based, Model III Advisor. Chad is married to his lovely wife Lindsay and is a father to his first child, Carson, who was born January 2011.  Away from business, Chad enjoys golfing, passionately following the Green Bay Packers, home improvement projects and spending time with his friends/family.

 

 

M Kent Welborn, CLU®, ChFC®, CFP®,AEP®, Estate and Business Planning Specialist

As the Estate and Business Planning Specialist, Kent Welborn has spent the last 14 years helping highly compensated executives, professionals and business owners with complex business and estate planning strategies. Kent has acquired numerous licenses and designations including: the CFP® (CERTIFIED FINANCIAL PLANNERTM) certification, the AEP® (Accredited Estate Planner) certification.  Kent is an active member with the Central Arizona Estate Planners Council and National Association of Insurance and Financial Advisors.  When not helping his clients make intelligent financial decisions Kent can be found reconnecting with his passion for theater by performing in plays throughout the Valley.

Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

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