Anis Ahmed, CLU®

Financial Representative

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.
 
Gregory J Zub, CLU<sup>®</sup>, RICP<sup>®</sup>

Gregory J Zub, CLU®, RICP®

Wealth Management Advisor

A graduate of Oakland University, Greg Zub started his career with Northwestern Mutual as a college intern. He found the core culture of Northwestern Mutual aligned with his ideals and pursuit of establishing a successful career. Now, more than twenty years later, he’s still passionate to be part of a company’s mission to develop enduring relationships with his clients by providing expert guidance for a lifetime of financial security.

“I understand the complex financial issues, and how they can affect life goals. I work with clients to fully understand their situation, and look to build a relationship that will serve their needs over time.”

Greg has earned both the Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®)designations from The American College. Both are respected designations of insurance expertise, covering all aspects of insurance planning, estate and retirement planning, taxation, business insurance, and risk management.

Awards and Recognitions

 Million Dollar Round Table (MDRT), Qualifying Member, 2005-2007

National Quality Award, 2001-2002, 2005, 2007, 2010

 National Association of Insurance and Financial Advisors (NAIFA) Quality Award, 2011-2015

 

Greg is licensed with multiple states throughout the US.

                Insurance: Life, Accident & Health, Fixed and Variable Annuities

                Investment: FINRA Series 6, 7, 63 and 66

 
David N Sokol, CLU<sup>®</sup>, RICP<sup>®</sup>, MBA

David N Sokol, CLU®, RICP®, MBA

Wealth Management Advisor

In additon to being a Wealth Management Advisor at Northwestern Mutual, I am President of Wilshire Benefits Group. Prior to joining Northwestern Mutual, I spent over 22 years as a client service and sales executive leader in  employee benefit, human resource consulting and outsourcing organizations.  I hold my Life, Health, Long Term Care and Variable Annuities licenses, Series 6, Series 7, Series 63 and Series 66 licenses, am a Certified Life Underwriter, and Retirement Income Certified Professional, as well as a certified Senior Professional in Human Resources (SPHR). 

I belong to:

  • National Association of Health Underwriters (NAHU)
  • Am a member of the Detroit Economic Club
  • Metro Detroit Association of Health Underwriters (MDAHU)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association of Graduates - United State Military Academy
  • Oakland University Alumni Association

My wife, three sons and I reside in Oakland Township.

 
David N Sokol, CLU<sup>®</sup>, RICP<sup>®</sup>, MBA

David N Sokol, CLU®, RICP®, MBA

Employee Benefit Specialist
Our Employee Benefit Specialist prepares a comprehensive analysis of a client’s employee benefits program, and then designs a program to meet the unique needs of that company.
 
Nancy Lianne Boari, M.A., CLTC

Nancy Lianne Boari, M.A., CLTC

Long Term Care Specialist
Our Long Term Care Specialist helps individual and corporate clients understand their long-term care needs and designs solutions tailored to their unique situation.
 
 

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