$450M Northwestern Mutual Team Unveils RIA Firm

David Eisenhauer, a financial advisor who managed over $450 million in client assets as an advisor and broker at Northwestern Mutual Investment Services, has left the broker-dealer to start his own registered investment advisory firm.

Eisenhauer will now operate as Greykasell Wealth Strategies and assume the role of chief wealth strategist.

Joining Eisenhauer is his entire team, including his wife, Teri Eisenhauer, who serves as office manager, Cynthia Alyssa Pammett, director of operations, and Michael Kimbrough, director of investments.

The multi-custodial Danville, CA-based firm is using Fidelity as its largest custodian, with Charles Schwab providing additional custodial services.

“Family comes first for me, and that familial culture extends to our clients. We get to know them personally, which allows us to craft customized financial plans to help them realize their goals and dreams,” said Eisenhauer. “This approach is how we’ve been successful in the past and how, with the independence and flexibility of the RIA model, we plan to be even more successful going forward.”