Highlights

At Next Phase Advisory Group, we believe in being actively involved in our community through volunteerism, sponsorships, and teambuilding.

Award-Winning Advisor

We are pleased to announce that Kevin Olson has been named a 2022 Best-In-State Wealth Advisor by Forbes. This prestigious list – comprised of high-performing financial services professionals – is based on a variety of factors including revenue produced, assets under management, compliance records and industry experience, among others.

Forbes receives more than 30,000 applicants for this annual ranking, and only a small percentage are named among the best wealth advisors in their state. We are so proud of Kevin for this outstanding achievement!

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BUILDING HOME OFFICE RELATIONSHIPS

Presenting Northwestern Mutual CEO John Schlifske with a painting of the 2021 NBA Champion Milwaukee Bucks. The painting features exciting moments from the 2021 season and a number of signatures, including #34-Giannis Antetokounmpo. This painting will be proudly displayed in the Northwestern Mutual suite at Fiserv Forum.

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KEEPING FAMILIES CLOSE WHEN THEY NEED IT MOST

We are proud to support the Ronald McDonald House Charities. Every February, we collect non-perishable goods to donate to spread the love to families in need.

Community engagement photo
Community engagement photo

THROWING STRIKES

We always enjoy spending time together as a Team, and we had a great time celebrating a quality year over the holidays!

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Group photo

LOCAL COMMUNITY GIVING

We recently sponsored the primary fundraising auction for St. Francis High School in Wheaton, Illinois. St. Francis is the Alma Mater of Kevin and Mike’s children, and this event helps raise funds to support academics, co-curricular activities and tuition assistance.

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Group photo
Group photo

NORTHWESTERN MUTUAL FORUM

Congratulations to Mike for once again being invited to Northwestern Mutual’s Forum Event in 2021! This elite group was invited to attend a symposium in Scottsdale, AZ, where they heard from inspiring keynote speakers and industry experts.

Forum is an accomplishment only 3% of Northwestern Mutual’s advisors achieve, and we are so proud of Mike!

Group photo
Group photo

Milwaukee Bucks

Mike, Kevin and Carm joined Northwestern Mutual Chicagoland Managing Partner, Ryan Kramer, and Chief Development Office, Kris Plog, for a game at Fiserv Forum in Milwaukee to watch the Milwaukee Bucks defeat the Atlanta Hawks!

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