Mark Perrault, CFP®, MBA, CLTC®, RICP®
Wealth Management Advisor


Dunn Perrault & Associates

Concierge Planning Team

Concierge Planning is a service available to select Northwestern Mutual advisors to help them plan with clients who have sophisticated needs, such as complicated Estate Planning and Business Succession, Executive Compensation Planning and Advanced Retirement Income Planning. We work with this team of experts from Northwestern Mutual's home office in Milwaukee, WI that has more than 180 years of combined expertise in planning and designing solutions for high-net-worth clients.

Sue Ruhland , CFP®, CLU®, ChFC®

Case Manager/Financial Planner

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Rachel Wolfgram , CLU®, ChFC®, CLTC

Insurance & Business Market Consultant

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Brian S. Broderick , MBA

Case Manager/Estate Market Consultant

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Wendy Turowski , CLU®

Wealth Management and Investment Consultant

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Todd L. Beaird , JD, LLM

Case Design Attorney

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Patrick A. Hoffman , JD, LLM

Case Design Attorney

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Michael C. Soyka , CFP® CLU® ChFC®

Director Wealth Strategies

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William F. Grady IV , JD, CLU®, CFP®

Director – Advanced Planning/Concierge Planning

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Daniel R. Finn , JD, CLU®

Director – Advanced Planning

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Jessica Lubar , JD

Director – Advanced Planning

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