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.

Social Security Webcast Replay – View Now

Learn to navigate your options and make informed decisions based on your unique circumstances in this free 30-minute webcast, Maximizing Social Security: How and When to Claim Your Benefit.

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Consumer Confidence is Low, So Why are the Markets Doing so Well?

This month’s podcast dives into consumer confidence and how it along with other factors can impact the economy. View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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