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.

 
Dean James Ripley, CFP<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, RICP<sup>®</sup>, CLU<sup>®</sup>

Dean James Ripley, CFP®, ChFC®, CASL®, RICP®, CLU®

Wealth Management Advisor

Dean graduated from Beloit College in 1994, after studying Political Science with an eye toward going to law school.  Having grown up in Boulder, Colorado he returned home after graduation and unexpectedly found himself recruited into the financial planning profession.  His entire professional career has been spent with Northwestern Mutual in the financial services industry. He officed with John Bohn for several years with John serving as his mentor until he relocated to upstate New York. Since 2017 he has  been a Principal and Founder of Ripley, Garlock & Associates Financial Planning Group, where they have advisors focusing on varying specialties within a multi-generational practice.  His areas of practice focus are retirement income management and estate planning.

Qualifications & Designations:

  • Chartered Financial Consultant (ChFC®)
  • Certified Financial PlannerTM (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional (RICP®)
  • Chartered Advisor for Senior Living (CASL®)
  • FINRA Series 6, 7 and 63
 
Trevor C Garlock, CLU<sup>®</sup>, ChFC<sup>®</sup>

Trevor C Garlock, CLU®, ChFC®

Trevor graduated Cum Laude from St. Lawrence University in 2010, majoring in Economics & Environmental Studies. His entire professional career has been spent with Northwestern Mutual in the financial services industry. Since 2017, Trevor has been Co-Founder and Principal of Ripley, Garlock & Associates Financial Planning Group, where we have advisors focusing on varying specialities within a multi-generational practice. My areas of practive focus are retirement income management, wealth accumulation, financial planning, and risk management. He has earned both the Chartered Financial Underwriter (CLU) and Chartered Financial Consultant (ChFC) credentials through the American College. His attention to detail, good listening skills and great empathy are appreciated by his clients and attribute to his success. He is supported by a great team whose professionalism help build long term relationships with his growing client base and provide excellent customer care.

He has been awarded numerous times by Northwestern Mutual including Quality Awards (2013-2016) recognizing commitment to excellence in service to clients and the Community Service Award in 2017. His practice is located in Watertown, New York and focuses on business and retirement related strategies. 

 

 
Daniel J Bound

Daniel J Bound

Financial Advisor

We collaborate in working with clients as we each have different education, training, and experience.  As a result, we can bring more value to our clients.

Dan Bound grduated from of Fort Lewis College - Colorado in 2001 with a Bachelor of Science Degree in Finance.  He has been with Northwestern Mutual since 2002 orginally in San Diego.  He realized a life goal in 2017 when he returned to Colorado with his spouse and son to live in Lyons.  Now he shares an office with John Bohn in Longmont.

 "I am dedicated to providing professional services with integrity, while always placing my client's interests above my own. Integrity involves honesty and trust. I believe that by conducting business with these values, decisions become clear, for both me and my clients."

Dan Bound

 

John A. Bohn, ChFC®, CLU®, RHU®, REBC®, AEP®

Wealth Management Advisor

 

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