Kevin S Dooley, CFP®, CLU®, ChFC®, CASL®, CAP®

Wealth Management Advisor

Planning with Purpose

The purpose of the Dooley team of financial professionals is to help our clients achieve a high quality of financial life. Our goal is to honor God through the use of our talents, creating options and choices to guide our clients in making wise decisions.

Kevin Dooley believes that financial success does not happen by chance, but rather through intentional choice. Transforming aspirations and goals into actuality take acumen, hard work, discipline, and strategic financial planning.

When it comes to your financial goals, each decision and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

Has anyone ever been intentional and genuine in seeking out who you are and what your values are in life? Kevin and his team believe in not only understanding what you stand for, but through that offering you a value-based approach to your personal planning that connects your core values to your wealth management goals.

The end result for you is having a plan that states your personal philosophy in financial terms- a strategy that brings clarity to your personal planning and attaches your most inner core value to the financial legacy you leave your family.

Kevin's role is to fully serve you as a financial advisor while providing the customized individual support that you need. His goal is to take the stress and complexity out of managing your own personal financial affairs, so you are enabled to live the abundant life for which you long.

Kevin and his team are passionate about what they do. They act only in their clients' best interest, strive to deliver raving fan service, and promise a lot while delivering more. Their clients and the clients' goals are equally important, and the team is committed to providing you with exceptional service. Welcome, you are family here!

Kevin Dooley has had the honor of co-authoring a motivational book entitled Life By Design, centered on helping individuals live the abundant life they long for from a financial standpoint.

Please feel free to email, or visit our team page to contact a team member, regarding any needs you may have or if you are interested in receiving a free PDF version of Life By Design.

My Mission

"To develop enduring relationships, provide expert guidance, world-class insurance services, innovative solutions, and internationally-recognized investment products to help clients attain a lifetime of financial security."

The foundations of our process are:

  1. Courageous conversations that yield meaningful and appropriate objectives
  2. Well-balanced consultation and guidance reflecting only what we would advise our own families
  3. Fact-based goals that help lead to unique, powerful plans for each individual or family
  4. Recommendations, clear feedback, and implementation with world-class insurance products and internationally-recognized investment products

We act out of our faith and believe in serving others passionately and fervently.

These core values guide our actions and are at the roots of all our relationships:

  • Honesty & integrity
  • Faith-centered focus
  • Purpose-driven energy
  • Compassion & empathy
  • Responsibility
  • Excellence

Client Quick Links

Please use the links below for easy access to your online accounts and more:

We're top ranked by Forbes

Kevin Dooley has been recognized as a Best-In-State wealth advisor by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. Read more here.


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.