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Northwestern Mutual – Chicago Wealth Management Advisors Launch Heritage Planning Partners

Northwestern Mutual – Chicago Wealth Management Advisors Mike D’ Aquila, Ben Voigt and Adam Waitzman have joined their financial planning practices to create Heritage Planning Partners. The new wealth management practice brings together the experience and expertise of the three founding members, the resources of nine highly qualified financial professionals and the strength of Northwestern Mutual.

“This is a special opportunity for our advisors to be innovative and build a comprehensive, long-term, financial planning partnership with their clients,” said Corey D. McQuade, Managing Partner of Northwestern Mutual – Chicago.  “The ability to draw on the team’s collective experience and specialized knowledge in areas such as investment strategies, risk management solutions, trust services and employee benefits will deliver a unique client experience,” he added.

Embracing a core value of practicing the “golden rule,” the team is guided by a pledge to do what is in the client’s best interest, always. All three have achieved national recognition among Northwestern Mutual financial professionals for helping clients plan for and achieve financial security through the prestigious Northwestern Mutual Forum.

It’s this level of success and our fundamental belief that achieving financial peace of mind requires a partnership not with just a client and their advisor, but a client and a team of financial professionals that brought us together,” said Michael D’Aquila.” Working together, we can bring a higher level of service to each of our clients.”

About Heritage Planning Partners

Chicago resident Michael D'Aquila started his practice while he was still attending Loyola University Chicago as a College Financial Representative. While finishing his degree in Finance, Michael had the opportunity to grow his practice and learn the fundamentals of the financial security business and joined Northwestern Mutual in 2003. Michael holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification and the Chartered Life Underwriter (CLU®) designation. He specializes in working primarily with people in the finance and capital markets industry.

Benjamin Voigt graduated from the University of Notre Dame and began working as a consultant at Accenture.  He joined Northwestern Mutual in 2001. Ben holds the CERTIFIED FINANCIAL PLANNER(CFP®) certification and the Chartered Life Underwriter (CLU®) designation. He specializes in working with business owners, financial services professionals, and executives.

Adam Waitzman graduated from The University of Illinois-Chicago with a degree in Finance and Entrepreneurship and joined Northwestern Mutual in 2002. He has also earned the professional designation of Chartered Life Underwriter (CLU®). Adam specializes in all aspects of planning for those in the medical field, business owners, and retirees.

In addition to the three founding members, Heritage Planning Partners financial professionals include:  Christine Bouchend’homme, Director of Operations; Julie Scott, Investment Operations Associate; Ashley Davis, Investment Operations Associate; Jennifer Levin, Investment Operations Associate; Melissa Waitzman, Insurance Operations Associate; Noreen Presbitero, Insurance Operations Associate; Grace Pennacchi, Insurance Operations Associate; Kathryn Hickman, Marketing Associate; Liz Mraz, Marketing Associate; Matthew O’Malley, Financial Planning Coordinator; Michael Ferak, Financial Planning Coordinator; and Gaby Judge, Assistant to Financial Planning Coordinators.

Heritage Planning Partners Founding Members - 2017
Saturday, 06 May 2017