Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Benjamin J Bunfill, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>, RICP<sup>®</sup>

Benjamin J Bunfill, CLU®, ChFC®, CFP®, RICP®

Ben and his team focus on providing financial advice to professionals and business owners in Washington State and Northern Idaho. After helping their clients identify their most important financial and personal goals, he and his team work with them to execute their plan in an intentional and systematic manner. They work closely with their clients’ legal and tax advisors to ensure coordination of planning and meet with their clients on a consistent basis to ensure that their plan stays current and reflects their values.

 
James E Whistler, J.D., MSFS, CFP<sup>®</sup>, ChFC<sup>®</sup>, CLU<sup>®</sup>

James E Whistler, J.D., MSFS, CFP®, ChFC®, CLU®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.

Education

  • Bachelor of Science degree in Business from University of Idaho
  • Juris Doctorate in Law from University of Idaho

 Awards and Recognition

  • Million Dollar Round Table Qualifying Member: 1972-1974, 1986, 1992-1995
  • Million Dollar Round Table Qualifying/Life Member: 1996-2007
  • National Quality Award: 1975, 1985-1986, 1994-2003, 2005-2007
  • National Sales Achievement Award: 1994-1995, 1997-1998, 2001
  • Million Dollar Round Table Provisional Member: 1971

Associations and Memberships

  • Member, California Bar Association 
  • Member, Financial Planners Association 
  • Member, Society of Financial Services Professionals 
  • Member, National Association of Insurance and Financial Advisors
 

Peter J Elliott, CLU®, ChFC®, CASL®, AEP®
Financial Advisor


Physicians Nationwide

 

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