Ian Scott Donaldson, CFP®, CLU®, ChFC®

Financial Advisor

Staff

 

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 
Danielle H Schmitt

Danielle H Schmitt

Office 952-806-9600

Danielle joined Ian’s team in May of 2017. Danielle manages marketing and client communications for the team. She coordinates the calendar, and handles the planning and execution of client events. She makes sure clients are kept up to date on the application process and answers any questions they may have!

 

Danielle graduated from Crown College with a degree in Business Administration and currently resides in Chaska with her puppy Hadley.

 
Mary J Donaldson

Mary J Donaldson

Associate Financial Advisor
Office 952-806-9600

Mary joined Ian’s team January 2016 but had worked at Northwestern Mutual 2011-2013. Mary manages the application and underwriting process for all lines of business. Her focus is ensuring our team stays organized and efficient to provide outstanding and timely service to our clients before, during, and after the application process.

How can Mary help you?

  • Answer questions on new or pending applications
  • Scheduling medical exams
  • Assist you with policy or account questions
 
 

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