James Thomas Stinson, CLU®, CFP®

Wealth Management Advisor

Our Client Featured in a New Video

Northwestern Mutual recently featured the story of our client, Kendra Kett. Kendra retired this past April from her career as an executive with a national child care provider. See how Kendra’s planning helped to give her the confidence to retire, even as the markets declined due to the COVID-19 pandemic.

Learn More About Kendra’s Story

Learn More About Kendra’s Story

Kendra Kett went from getting divorced with little savings in her early 40s to retired in 15 years. Learn more about how she made it happen. Read more


Jim's Mission

The mission of Jim and his team is two-fold:

1. To attract and develop highly motivated professionals to a financial services career.

2. To provide comprehensive financial planning for families and businesses who value relationships above all else and who are energetic about the vision they have for their future.

We believe the financial world is a complex one and that people need guidance to build the life they want. Our clients are bright, driven, and heavily involved individuals. Our clients have trust in us and the resources of our team, to do our job well, so they can live their passion rather than learn to do the job of a credentialed, trusted Advisor.

Our clients value our relationship because we provide an environment where they can dream about their most meaningful life goals. Throughout this process, we have fun along the way, as we build progress toward achieving those goals together.We understand that our role is as a service provider. Our Promise is to be 100% transparent in our relationships and to be responsive, with great urgency, at all times.

Our Planning Approach

1. Get to know you and find out about the personal, professional, and financial goals that are most important to you.

2. I will review the steps you have already taken toward these goals and determine if I might be able to provide some specific recommendations to further help you achieve them.

3. If you choose to implement these recommendations, we will continue to work together by regularly reviewing the progress toward your goals.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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