"My husband and I have worked with Kevin for 20+ years and feel extremely lucky to have met him early in our career/life.  Over the years Kevin has counseled us through a myriad of financial decisions including job changes, house buying, partnership status and – now – facing retirement.  Because of Kevin’s expertise we have weathered each change while building a robust financial plan that meets our unique needs.  Because of Kevin, we are able to approach retirement without the fear of not having the funds to live the lifestyle we want.  Kevin has never steered us wrong.  What we particularly like about Kevin is his ability to explain complex financial concepts to the average person.  Kevin’s honesty and business ethics are also much appreciated.  In short, we consider Kevin and his excellent staff a part of our extended family."

~Michael and Linda Anderson, Northwestern Mutual Client

"We began working with Kevin and his team over 20 years ago. From the beginning, I found Kevin to be a good listener, personable, interested in our priorities and goals, and truly focused on helping people get what they want out of life. Kevin has offered sound advice and options over the years. We can truly say we have enjoyed working with him and his team. His team is knowledgeable, customer focused and always pleasant to work with.

We’ve worked and met with other agents over the years. For some, it is about the sale and not about us as individuals. Kevin takes the time to get to know you, your goals and dreams, your family and lifestyle. He focuses on the long term relationship, not on getting the sale, and that is important to us. I still have a piece of paper in my desk that Kevin wrote on over 10 years asking me to think about priorities, mainly choosing between quality time with family and ability to balance work life, or focus on additional financial gains in the work world. Kevin makes you stop and think and focus on what is important. He needs to understand those priorities so he can help craft your financial plan and strategies.

Kevin and his team have partnered with us to ensure that we have been able to achieve our financial goals to bridge us into retirement and beyond. Moving forward, we are confident that we will be able to enjoy life doing the things we love."

~Joe and Kate Blunk, Northwestern Mutual Client

"I have worked with Kevin as my financial advisor for 20+ years.  From the beginning, he was able to explain things in terms I could understand and help me build strategies that were continually updated as my personal circumstances changed over the years. We have worked together to build a plan that makes me feel secure in being able to achieve my financial goals.  He and his team do an outstanding job of making themselves available to meet my needs and work seamlessly so that activities are managed quickly and efficiently.  When I have questions, I'm always treated with respect and responded to without delay.  I highly recommend Kevin and his team for anyone looking for a partner to help them prepare for a strong financial future."

~John and Candy Matheson, Northwestern Mutual Client

"Kevin and his group have provided excellent guidance on my investments.  Kevin strives to thoroughly explain his rationale for any changes and he respects input.  I have been able to access the resources of his helpful staff to answer my questions be they simplistic or complex questions.  I am confident that my investments are in good hands."

~G.S.K., Northwestern Mutual Client



The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Kevin M Olson, CLU®, B.S.
Wealth Management Advisor

Next Phase Advisory Group


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