ALUMNUS OF THE MONTH

ALUMNUS OF THE MONTH

August 2019 Alumnus - Timothy E. Radden, CLU®, ChFC®, CLTC®, AEP®
Wealth Management Advisor
Northwestern Mutual

Timothy E. Radden is a Wealth Management Advisor of 42 years with Northwestern Mutual in Phoenix, AZ. The first African-American Advisor to be contracted with Northwestern Mutual, Mr. Radden holds multiple professional designations including Chartered Life Underwriter® (CLU®), Certified in Long-Term Care® (CLTC®), Accredited Estate Planner® (AEP®), and Chartered Financial Consultant® (ChFC®) from The American College of Financial Services and is a frequent guest lecturer as an expert on wealth management and financial wellness. He is a Northwestern Mutual Government Relations Delegate who meets with elected officials to educate and influence them on how our industry offers a solution to the country’s financial security challenges.

As a thought leader and mentor, Mr. Radden co-founded the Conference of African-American Financial Professionals (CAAFP) in 2005 to help elevate the standards and the standing of black financial practitioners across the country. In 1991 he founded Radden Education Institute (REI) which provides financial literacy and guidance to medical education associations and to graduates of prestigious medical schools and teaching hospitals throughout the United States. REI coordinates complimentary financial planning to physicians in residency, fellowship as well as those who are in practice. REI also provides strategic and tactical training for financial advisors servicing physicians’ financial security and business and estate planning needs. Mr. Radden regularly mentors more than 100 financial advisors nationwide to provide a level of support not generally available elsewhere.

As a nationwide civic leader, Mr. Radden currently serves as a National Trustee of the Frank Lloyd Wright Foundation and is President of the University Club of Phoenix. He has also been an active board member or officer of numerous organizations in Arizona including American Red Cross, National Association of Insurance and Financial Advisors [NAIFA] – State President of Physicians Nationwide, President of Arizona State University Foundation, and the Phoenix Symphony Orchestra.

Mr. Radden resides in Scottsdale, Arizona with his wife and family. He enjoys international travel as well as hosting local cultural events with his clients, family, and professional network to strengthen existing relationships and foster new business growth in his community. He is the author of Take it to the Next Level – a five book series of solutions to financial issues of life, business, estate planning, divorce and retirement.


Past Alumni of the Month

July 2019
David Nichols, CLU®, ChFC®, CFP®
Registered Representative and Investment Advisor Representative
Royal Alliance Associates

June 2019
David Peters, CPA, CLU®, ChFC®, CFP®, CPCU, CGMA
Founder and Owner
Peters Tax Preparation & Consulting, PC

May 2019
Gib Surles, CLU®, ChFC®, CFP®, AEP®, MSFS
Principal and Founder
The Forrest Group, LLC

April 2019
Kathie Herbst Okun, ChFC®, CLU®
President
Okun Financial Group

March 2019
Jeffrey King, MBA, CFP®, CLU®, AAMS®
Financial Advisor
Fidelis Financial

February 2019
Brooke Zrno Grisham, ChFC®, CLU®, AEP®
Vice President, CEO
The Nautilus Group®

January 2019
Christopher St. John, CFP®, ChFC®, CASL®, CLU®, CDFA, EA, CFE, AEP®, CAP®
Partner
Carolina Wealth Advisors

December 2018
Todd Tweet, CLU®, ChFC®, CASL®, RHU®, RICP®, MSFS
Sales Leader
State Farm

November 2018
Anand Nair, MSFS
Wealth Management Advisor
WestPac Wealth Partners

October 2018
Lisa Webster, AIC, ChFC®, CLU®, RICP®, CLF®
Sales Leader
State Farm Insurance and Financial Services

September 2018
Rod Barnes, PhD, CFP®, ChFC®, CLU®, AEP®
Private Wealth Advisor
Ameriprise Financial Services, Inc.

August 2018
Matt Lueder, MSFS, CLU®, ChFC®, CFP®, AEP®, CAP®, CASL®, CLF®, RICP®
Managing Partner
Northwestern Mutual

July 2018
John Thomas, CLU®, ChFC®, CFP®, MSFS
President and CEO
Financial Pathways Group

June 2018
Max Rooney, CFP®, CIMA®, ChFC®, CLU®, RICP®
Wealth Management Advisor
TIAA Individual Advisory Services

May 2018
Regina Bedoya, CLU®, ChFC®, RICP®
President
RB Financial Advisors

April 2018
Russell DeLibero, PhD, CFP®, ChFC®, CLU®
Director, Ayco Wealth Strategies Group
Goldman Sachs

March 2018
Kelly Kidwell, CLU®, ChFC®, CFP®, LUTCF, CSPG
Chief Executive Officer
Pacific Advisors

February 2018
Michael C. Doolittle, CLU®, CLF®, RICP®
Chief Development Officer
Northwestern Mutual