News & Events


2016 District of The Year Awarded to Colorado Springs

At the Northwestern Mutual Western Regional Conference, the Colorado Springs District was awarded the District of the Year Award in the Western Region. This prestigious award is presented to the District with the highest sales premium throughout all of the Northwestern Mutual offices in the Western Region. Congratulations to the Colorado Springs Team for an exceptional year.



Charlie Dunn Named “A Rising Star” by the Colorado Springs Business Journal

On Thursday, March 16, Charlie Dunn was named a 2017 Rising Star for contributions made to his business and the community as a professional under the age of 40.


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Mark Perrault Awarded 2016 Millennial Advisor Award by the American College of Financial Services

Mark Perrault was one of the five recipients presented with the inaugural Millennial Advisor Award. Recipients of this award are under the age of 35, have shown outstanding performance and leadership in their careers and have a desire to give back to the community.


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Building a Secure Path to Retirement

Kevin Kaveney was a contributing writer for an article in the Colorado Springs Business Journal on retirement planning.


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Wish You Had a Pension? Consider an Income Annuity

Mark Perrault, Wealth Management Advisor in the Colorado Springs office was featured in an article regarding pensions and annuities on


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Steve Forbes and Ed Zore on 

“Rebuilding, Reviving and Learning From the Great Recession”

Northwestern Mutual hosted over 3,000 attendees for a speaker series with Steve Forbes and Northwestern Mutual CEO Ed Zore. The three day tour included Denver, Newport Beach, Chicago, Minneapolis, Atlanta and St Louis.   In each city, Steve and Ed discussed key lessons learned in the Great Recession and how to rebuild and revive the economy. 
Below are some of the key insights the two presented.
  • Better fiscal policy and reduced government spending are key to recovery. Forbes stressed the need to have better and smarter government oversight, as many of the problems leading to the recent recession were exasperated by poor oversight. Forbes believes that fixing these issues will help America stay competitive in the global economy. Zore agreed and also stressed the need for better education. Properly educating younger generations is necessary for the country to maintain a strong, employable labor force and stay competitive. 
  • There is reason to be optimistic about the economy. Forbes expressed optimism about the country’s prospects in the short-term, especially given our flexible labor market and history of innovation. Zore added that it will take a good while to right the ship. He said business and markets may be muted or flat for a while, but with reductions in debt, things are getting better.
  • We need to get back to the basics. According to Zore, people need to get back to basics and manage their finances in a sound manner. Recently, people have lost sight of the conservative spending habits of earlier generations, but we need to relearn those habits to stay financially sound.




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