Steven M Thagard, MBA, CLU®, ChFC®, REBC®, CFP®

Wealth Management Advisor

Your Future is Now

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Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Steven Thagard will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Steven Thagard help you ensure your financial future is all you want it to be.


Steven Thagard named one of the best advisors. Again.

His dedication and passion for putting clients first and helping them live the life they want has made him a top financial advisor in the industry. Congratulations!

The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.

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