Testimonials

"It has always been a goal of our family to leave a financial legacy for generations to come.  However, we did not have a clear plan on how to get there. After working with Mark Schuchardt for the past several years, he has been instrumental in developing a comprehensive plan and providing the financial literacy needed to achieve our goals.  Mark has become a trusted advisor whose advice and support we rely on when making financial decisions.  His expertise, transparency and guidance have been invaluable!

-Elvin Sutton Jr. and Kim Sutton

         Attorney and Educator

         Northwestern Mutual Clients

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“I needed to tell you guys how much I appreciate the care that you have shown me and my family these past few years. I had looked for a team like you for ten years and now I know that you are the real deal. Thank you all!”

 

-Michael Kennedy, RA

       Chairman and CEO KAI Design & Build

       Northwestern Mutual Client

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“Mark has gone to great detail in looking at all facets of my life, along with financial goals and retirement needs to make sure that my wife and I can be and feel financially secure in retirement. He's offered other ideas and suggestions on areas we hadn't considered to plan for and has walked with me each step of the way. I think too that his own personal experiences have helped him be in tune with needs in retirement and helping his clients prepare for them. I couldn't be happier with his financial planning services."

-Brad Jurgenson

     Financial Analyst

     Northwestern Mutual Client

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"Mark truly takes a holistic approach to my financial portfolio-balancing my risk/expenses against the goals that we have established and maximize my resources through the totality of his understanding of my needs."

-Stephen H Taylor

       Medical Sales Professional

       Northwestern Mutual Client

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"Mark Schuchardt is delightful and very dedicated to helping his clients. He has advised me and managed financial matters for me for 25 years. He started helping me when I worked in Missouri and we continued this relationship even as I moved back to Texas years ago. I count Mark as a friend."

-Joan Elaine Shaw

      Northwestern Mutual Client

 

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 “Mark Schuchardt and Chris Koon have been working with us for many years.  We appreciate their guidance and wonderful personal service.  We have peace of mind knowing we have them looking out for our best interests.”

-Mark and Deb McDaris

     Northwestern Mutual Clients

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“We have worked with Mark for the past 11 years.  Being able to count on someone as thorough and intelligent as Mark has brought us peace of mind.  Mark has been an amazing asset to us.”

 

-Shelly Dreyer

        Sticklen and Dreyer, P.C

        Northwestern Mutual Client

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“We are most pleased that our team is so highly qualified to look at our financial situation from all sorts of perspectives, not just life insurance. We have appreciated their proactive approach.  They are a team that does more than just wait for us to come to them with our questions.  They are diligent and always prepared at our meetings.”

-John and Cathy Milton

     Northwestern Mutual Clients

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 "I am thankful to have met Mark almost 25 years ago and appreciate his dedication to help me address my overall financial concerns.  He and his team have been a tremendous resource to assist me with my financial objectives and I trust he is working in my best interest.

-Richard Cook

       Senior V.P Carrollton Bank

       Northwestern Mutual Client

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"Mark has worked with us for many years.  First as an insurance source, and now as a complete financial planner.  His thought process is light years ahead of what we concentrate on day-to-day and is invaluable in our future goals and financial ease of mind. 

 

-Jeff and Lori Neuschwander

        Small Business Owners

        Northwestern Mutual Clients

 

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Mark D Schuchardt, CFP®, WMCP®, ChFC®, RICP®, AEP®
Wealth Management Advisor


Quantum Wealth Management

 

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