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Network of Specialists

Through the Northwestern Mutual Financial Network, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Edward J Shanahan Retirement Plan Specialist Our Retirement Plan Specialist provides expertise in plan design to develop retirement plan solutions for business owners and their employees.

Katherine B Oser, CLU^®, ChFC^®, CLTC, CASL Long Term Care Specialist Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.

Nolan Woodruff Stokes, CFP^®, CLU^® Senior Investment Specialist Our Investment Specialist provides expertise in helping individual and business clients with their wealth accumulation and wealth preservation needs.

Stephanie Springer

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. David Lacy Markley is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 6849 Old Dominion Dr Ste 400, Mc Lean, VA 22101-3792, 703-848-9300, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Fairfax Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

David Lacy Markley is primarily licensed in Virginia and may be licensed in other states.

CA License: #0G09676

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

David L Markley, CLU®, ChFC®, CLTC, CFP®

Financial Advisor

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Refer a Friend

Network of Specialists

Edward J Shanahan

Katherine B Oser, CLU®, ChFC®, CLTC, CASL

Nolan Woodruff Stokes, CFP®, CLU®

Stephanie Springer

David L Markley, CLU^®, ChFC^®, CLTC, CFP^®

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Katherine B Oser, CLU^®, ChFC^®, CLTC, CASL

Nolan Woodruff Stokes, CFP^®, CLU^®