Trey Kellner, CLU®, ChFC®

Financial Advisor

A Financial Plan Should Grow With You

Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

I can help you identify your financial goals today, and create a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future for the people you care about most.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.
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Have You Taken Steps To Help Protect Your Most Valuable Asset?

You insure your home, your car and even your cellphone. What about your paycheck? Watch this short video to learn more.

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How Do You Make Sense of Contradictory Economic Reports?

Unemployment rate, inflation, GPD, earnings—there are so many numbers that can have an influence on the markets, but what’s important? And how do you make sense of them all? In this month’s Ask the Financial Expert column, our experts highlight key numbers and how best to evaluate them.