Mark D Vehslage Sr, CFP®, CPA

Wealth Management Advisor

Testimonials

"I began as a life insurance client for Northwestern Mutual in 1976, as I began my medical practice. Over the ensuing 41 years I have added a large number of policies for myself and family members, as well as joining the investment program. I had previously worked with a number of agents in western Texas and Arizona, and began interfacing with Mark in 2013 as I relocated to Dallas. He is clearly the best representative of this fine organization with whom I have worked. He enjoys the typical Northwestern representative skills of friendliness, accessibility, and professionalism. However, he is also incredibly knowledgeable on all facets of insurance and investments. His advice has been invaluable as I restructured aspects of my plans. He was able to adjust the goals to fit my advancing age and financial status, and also added customized policies for our young grandchildren. He presents a variety of options and the associated pros and cons to allow me to make fully informed decisions. The reports he has created for all of my policies and investments have been particularly beneficial."

~ Jim Burrell III, M.D.
Chief Medical Officer of a large medical group
Client since 1976

 

"Mark Vehslage has been the consumate professional in managing our financial portfolio over the years. He is always prepared with the latest trends & helpful suggestions to meet our personal goals and utilizing the best path. He keeps us totally informed always!

~ Peggy R. Pellegrini 

 

 


 

 

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

 

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