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®, RICP®
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®, RICP®, MBA
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®, RICP®, MBA
