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.
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.
Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
"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:
- Courageous conversations that yield meaningful and appropriate objectives
- Well-balanced consultation and guidance reflecting only what we would advise our own families
- Fact-based goals that help lead to unique, powerful plans for each individual or family
- 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
Helping you live your best life.
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 strive to act only in their clients best interests, 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!
Please feel free to email [email protected], or visit our team page to contact a team member, regarding any needs you may have.
The Northwestern Mutual Difference
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3
We're one of the top U.S. Independent Investment Broker-Dealers.1
in dividends expected to be paid in 20234
Best life insurance company for consumer experience, 20222
1 Ranking for Northwestern Mutual Investment Services LLC. Measured by 2020 Revenue. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
2 ©2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.
3 Northwestern 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), 6/22; Fitch Ratings, AAA (highest), 8/22; Moody's Investors Service, Aaa (highest), 12/22; S&P Global Ratings, AA+ (second highest), 7/22. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
4 Dividends are reviewed annually and are not guaranteed.