David Bernard

David brought his clients over 40 years of professional experience while at Northwestern Mutual. Throughout his career David strived to provide the best possible service to his clients and thus held the series 6, 7, 63 & 66 licenses with FINRA. Along with his CFP®, CLU®, ChFC®, and LUTCF® designations!

He was also an Investment Advisor Representative with the Northwestern Mutual Wealth Management Company. With his tenure and expertise, David carried the title of “Business and Estate Planning Specialist” for the Northwestern Mutual New Mexico and El Paso district and was a respected resource and mentor to other financial representatives and advisors within Northwestern Mutual.

David’s strong relationships with his clients formed an aura of trust and which allowed those relationships to grow into personal and professional friendships which have lasted throughout his career and after. David is truly missed; however we wish him every success in his well-deserved retirement.

Bill Ebel

Bill spent his career with Northwestern Mutual in 1965 after graduating from Washington State University. He spent 23 years of his career as the managing partner for a Northwestern Mutual New Mexico office. Bill’s practice specialized in providing financial guidance for successful business owners, executives, and professionals. His mission was for his clients to fill confident and secure that they addressed the most important financial goal in their lives. Bill focused on helping clients eliminate obstacles to allow for wealth accumulation and preservation.

Bill was a member of numerous associations including - Association of Advanced Life Underwriters, Past President of the New Mexico Estate Planning Council, Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors.