Concierge Planning Team

We partner with a dedicated team of experts from Northwestern Mutual’s home office that has more than 200 years of combined expertise in planning and designing solutions for high-net-worth clients. This team will work with you and your team of experts, including attorneys, and accountants, among others, to deliver and implement a customized plan addressing wealth management and preservation, business succession and exit planning, legacy needs, charitable goals, and retirement planning. We specialize in solutions for the following kinds of clients:

Individuals/families with any of the following planning needs:

  • Planning for second marriages/blended families
  • Providing for grandchildren (or future generations) using dynasty trusts
  • Planning with qualified plan or IRA assets
  • Planning for a special-needs beneficiary
  • Charitable planning

Business owners with any of the following planning needs:

  • Business succession or exit planning
  • Developing key employee retention strategies, including non-qualified plans
  • Implementing qualified plans

Executives with any of the following planning needs:

  • Non-qualified deferred compensation
  • Equity compensation, including stock options
  • Estate planning
  • Income tax strategies
William F. Grady IV

William F. Grady IV   J.D., CLU®, CFP®

Vice President

Sue Ruhland

Sue Ruhland   CFP®, CLU®, ChFC®

Lead Analyst

Brian S. Broderick

Brian S. Broderick   MBA

Analyst

Naveen Dharmalingam

Naveen Dharmalingam   CLU®, ChFC®, CFP®

Analyst

Mike Herbstreith

Mike Herbstreith   CFA, CFP®, ChFC®, RICP®

Analyst

Samantha Pepprock

Samantha Pepprock   J.D.

Analyst

Rachel Wolfgram

Rachel Wolfgram   CLU®, ChFC®, CLTC

Analyst

Todd L. Beaird

Todd L. Beaird   J.D., LL.M

Case Design Attorney

Anh Bishop

Anh Bishop   J.D., CFP®

Case Design Attorney

Patrick A. Hoffman

Patrick A. Hoffman   J.D., LL.M

Case Design Attorney

Melinda Rider Rochelle

Melinda R. Rochelle   J.D., LL.M.

Case Design Attorney


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, (fiduciary and fee-based financial planning services), subsidiary of NM and federal savings bank. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
67-0878-01 (0316) (REV 0318)