Husband-and-wife Northwestern Mutual Advisors create family business
Sherrie and Dustin Van Koevering have announced the formation of Van Koevering Wealth Management & Insurance Services, a family-owned Northwestern Mutual wealth management practice focused on the specialized needs of doctors, dentists, business professionals and entrepreneurs across the country.
"I'm thrilled to see Sherrie, Dustin and their team take this step as they continue to personally guide families and businesses on their journey toward financial security," said Corey D. McQuade, managing partner of Northwestern Mutual - Chicago. "Our vision is to be a firm of enduring firms, and I look forward to seeing the Van Koevering team support many more generations of clients moving forward."
Sherrie is a trailblazer for women in finance and has been recognized with many Northwestern Mutual awards for her achievements, client service and ability to build a strong financial planning practice. Forbes included her in their 2023 list of Best-in-State Financial Security Professionals. She is a sought-after speaker at company events, medical conferences and businesses across the country and is committed to supporting the professional development of women and underrepresented groups.
Dustin began his career path as an analyst at a boutique hedge fund, followed by years as a sales and trading specialist at a broker-dealer. He transitioned into his ultimate passion - serving private clients in wealth management as a portfolio strategist - before joining Sherrie in 2019 as the director of investments and portfolio manager. A perpetual learner, Dustin has achieved some of the most highly respected credentials and designations in the industry, including the Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Fund Specialist. He is an active member of CFA Society Chicago, the CAIA Southwest Chapter, and the Institute of Business & Finance. He also holds a number of FINRA Series licenses relevant to their wealth management practice.
Together with the experience and expertise of their team, they strive to treat clients like family, creating unparalleled multigenerational relationships founded on trust, integrity and care. Their family practice centers on the implementation of comprehensive, strategic and personalized financial planning with a focus on tax efficiency, risk management and optimized wealth accumulation.
For more information about Van Koevering Wealth Management & Insurance Services, please visit www.northwesternmutual.com/financial/advisor/sherrie-vk/.