Business Partner

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.

 
Ian Scott Donaldson, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, RICP<sup>®</sup>

Ian Scott Donaldson, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Ian has worked in the financial planning industry and with Northwestern Mutual since 2004.  He earned his Bachelor’s degree in Economics, graduating from the University of MN Duluth.  Desiring ongoing growth in his professional development and in his business, Ian earned his CFP®, RICP®, CLU®, and ChFC®, designations.  Ian continues to work with professional business coaches for growth and improvement.

 

Keith O. Moeller, CPA, CFP®, RICP®, MBA, CLU®

Estate & Business Planning Specialist

 

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