Thomas J. Patnode

WHO WE ARE

We are Intersect Financial! With a combined industry experience of more than 75 years and a solid partnership of nearly 20 years, we now have a distinctive identity and name, Intersect Financial. We continue to work under one of the most trusted and respected brands in any industry in the country - Northwestern Mutual, but our goal of uniquely branding our team with the intent to have our practice live successfully into perpetuity, has been realized.

Intersect Financial is a wealth management organization, which provides comprehensive financial planning to individuals, families, and businesses. Our team of hard working and loyal individuals believe that listening to our clients builds strong relationships. We are committed to serving our clients throughout their lifetime as they create their financial legacies. We specialize in complete wealth management planning, business transitions and leveraging of qualified retirement plans and we design 401(k) plans for organizations with a focus on effectively recruiting and retaining talent for their workforce.

IT'S IN OUR NAME
The name, Intersect Financial, sums up our belief, that our financial services practice connects, overlaps and unites our team with our clients’ and their personal and financial goals. Just as the road of life has multiple twists and turns, there are also many times when our journey requires us to come together, join, meet, converge or “intersect” to review our financial position and outlook. Intersect Financial is dedicated to helping our clients organize, prioritize, implement and execute their financial security strategies. Our knowledge, creative thinking and deliberate accountability helps us to establish trust and provide a unique sense of financial peace for our clients.

Contact Roman Hernandez at roman.hernandez@nm.com or Tom Patnode at tom.patnode@nm.com, to learn more about our practice.