Heath M Johnson, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Testimonials

“We worked with Heath to establish a savings road map and an insurance strategy for our growing family. The peace of mind that comes with our plan is priceless. Heath demands very little of our time – as we don’t have much to spare – and keeps track of everything we’re doing for our future.”

Chris and her husband, Aaron, founded eHouse Studio and have been Northwestern Mutual clients since 2013.


“Heath helped us create a plan and set a course for our financial future. He got to know our family goals, long and short-term, and used that knowledge to help us see possibilities we had never considered before. Working with Heath has made us comfortable with our finance future.”

Willow and Joe Moellering have been Northwestern Mutual clients since 2014. Willow is a project manager at Gainsight and Joe is a manager at Blackbaud.


“Heath was a terrific choice to help us consolidate management of our accounts and funds. He gave us a clear picture of everything while saving us time and effort. He and his team are prompt, courteous and extremely knowledgeable.”

Sam and Betsy Clawson have been Northwestern Mutual clients since 2014. Sam is a managing member of Clawson and Staubes and an SC Certified Circuit Court Mediator. Betsy is a firm administrator at Clawson and Staubes.


I recommend Heath to any business owner wrestling with the personal financial challenges and opportunities that come with entrepreneurship. He helps me see the big picture while making sure I understand how business decisions could effect my personal finances.

Brian Beatty, real estate agent, President of the Brian Beatty Team, Williams Realty, Northwestern Mutual client since 2010.

 

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.

 

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