Brian James Samec, CLU®, ChFC®, CFP®

Wealth Management Advisor

Team

Brian believes that it takes a team to deliver the service and implementation expected in today's fast-paced, high technology environment.

"I believe in the power of synergy- two or three heads are better than one.  With rapid changes in the financial security industry between domestic and global markets, federal and state tax law, financial product innovations and financial strategy implementation, I often use the expertise of my collegues in meeting the diverse needs of clients.  The benefit to my clients is confidence.  Confidence in they are receiving the very latest thinking on integrating tax changes and market changes with the financial dreams most important to them." 

 

 
Michelle M Kulzer

Michelle M Kulzer

Associate Financial Representative
Office 612-758-7646

Michelle joined Brian’s team with Northwestern Mutual in January of 2013.  Her previous experience was working in relationship management with Allianz. Michelle is currently gaining experience in mutual funds, annuities, stocks and bonds, and holds her Series 6 and 63 as well as Life, Accident and Health Licenses.

“Whether it is through scheduling or meeting with clients, I enjoy getting to know them on a personal level.  Learning what is important to our clients helps us create a plan best suited to reach their goals.”

Michelle currently lives in Coon Rapids, MN where she was raised and in her free time enjoys spending time with family and coaching girls’ soccer in the summer. 

 
Brett Leistico

Brett Leistico

Associate Financial Representative
Mobile 763-257-9772

Brett joined Brian’s team in November of 2017. His previous experience was working with an insurance agency called Quotacy as an Application Coordinator. He is currently licensed in Life, Accident and Health, and holds his Series 6 and 63 Licenses.

I enjoy analyzing client’s financial situations and putting together a comprehensive plan to see how close they are to obtaining their goals and what we can do to ensure they reach them.”

Brett lives in Minneapolis, MN where he likes to spend his free time watching movies and being with friends. He also loves enjoying his summers at his families’ cabin on Deer Lake.

 
 

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