Northwestern Mutual welcomes Justin L. Bortner, CPA to their team where he will serve as Financial Planning Analyst for Summit Financial Group. In his new role, he will assist the onboarding of new clients as he sets up Brokerage, Advisory, or Trust & Private Client Services investment accounts, as well as process account transfers, IRA rollovers, mutual fund trades, equity transactions and investment account reviews.
Bortner brings with him over 11 years of experience in the insurance and financial services industry. He holds the Certified Public Accountant (CPA).
Summit Financial Group is a financial planning/wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
Learn more about Summit Financial Group by visiting summit.nm.com.