Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 Preston Joseph Bollerud

Preston Joseph Bollerud

Director of Recruitment and Selection
preston.bollerud@nm.com

Preston Bollerud graduated in 2002 from Edgewood College with Business Degree, majoring in Marketing, Management and Finance. Preston started his career in the Banking industry where he spent 7 years at M&I Bank in Commercial Real Estate in the Madison market. He has a corporate recruiting background that focused on Finance and Accounting. Preston spent 4 years at ATS were he was the Regional Sales Director for the Central Division, where he oversaw locations in Columbus, OH, Dallas, TX and Austin, TX. Preston is a client of Northwestern Mutual and hopes to bring his passion for the company to other potential Financial Representatives that can join the Middleton Network Office. He also enjoys playing baseball, golf and attending live sporting events.

 
 Alec Lee Brown

Alec Lee Brown

Financial Representative
alec.l.brown@nm.com

My Networks: LinkedIn

Alec Brown grew up in Northern Illinois. He attended Arizona State University for two years and obtained his degree in Finance from Illinois State University. Alec then decided to move to Madison, WI and start his career with Northwestern Mutual after hearing numerous great encounters with the company and their dynamic relationships with their clients. Alec provides knowledge to educate families and young professionals to prepare them for any obstacles that may be faced and he helps his clients build a solid plan to reach their financial goals.

 
 Amy Elizabeth Streff

Amy Elizabeth Streff

Financial Advisor
amy.streff@nm.com

My Networks: LinkedIn

Amy Streff joined Northwestern Mutual in 2013. Amy loves connecting with new people and helping her clients create goals for themselves. Amy completed her undergraduate degree in Psychology from UW-Madison in 2004, and her Master’s in Counseling in 2008. She lives in Madison with her husband, who works in healthcare. Amy’s goal is to make financial planning as low-pressure, fun and stress-free as possible.

 
 Andrew P Shulla

Andrew P Shulla, CLU®, ChFC®, CASL®, LUTCF

Financial Advisor
andy.shulla@nm.com

My Networks: LinkedIn

Andrew P Shulla is the second of three generations of Shullas affiliated with Northwestern Mutual. He was introduced by his father, Peter J Shulla, to the financial industry in 1986. Andy quickly discovered that he had an enthusiasm for providing the individual investor with a form of income replacement that becomes crucial to them later in life or during difficult times. Andy's specialty is working with physicians and small business owners throughout the country to provide them with life insurance, disability income insurance and high-end wealth accumulation strategies.

 
 Brad Ryan Lobner

Brad Ryan Lobner

Financial Advisor
brad.lobner@nm.com

My Networks: LinkedIn

Brad Lobner graduated in 2003 from the University of Wisconsin-Madison with a BS in Electrical Engineering. For almost 12 years he was one of the key leaders contributing to the growth and working operations of a local Madison medical equipment company before transitioning to Northwestern Mutual.

Brad brings his passion for making a difference, excellent customer service, and creative solutions to his clients.His promise to his clients is that they will be empowered to discover, create and fulfill their passions in life. 

Brad lives in Madison with his wife Jessica and daughter Ella.

 
 Bradley Austin Cotharn

Bradley Austin Cotharn, CLU®, CPA

Financial Advisor
bradley.cotharn@nm.com

My Networks: LinkedIn

Bradley Cotharn started his career in public accounting with Price Waterhouse in Houston. He achieved his CPA designation and continued his accounting career with Fortune 500 companies such as Baker Hughes, Sysco Corporation, and Thermo Electron. After 12 years in the accounting profession, he was looking for a new challenge and decided to start his career with Northwestern Mutual in 1999.

Bradley is passionate to help his clients achieve their goals and he loves knowing that he provide his clients with the peace of mind that they are on a track to achieve their goals. He works primarily in the personal market, specifically in the areas of insurance and investment planning. That includes a focus on retirement and college savings and on life, disability, and long-term care insurance.

He and his wife Kris have lived in the Madison area since 1995 and it has become their adopted home. They have a son named Austin and a daughter named Kacy.

 
 Brent L Cashore

Brent L Cashore

Financial Advisor
brent.cashore@nm.com

My Networks: LinkedIn

Brent Cashore began his career at Northwestern Mutual on August 27, 2009--being a numbers guy it wouldn't surprise you that he could tell you the exact date. Prior to joining the company, Brent studied finance at the University of Wisconsin-Platteville. After graduation, Brent was offered a position with Northwestern Mutual. While this was his first job offer out of school he had nothing but support and encouragement from his family on taking the position. Brent remembered conversations that he had with his grandfather, who was a client of Northwestern Mutual for 30 years, and knew joining Northwestern Mutual was the right choice.

Brent enjoys working with young professionals and helping them navigate through some of the same life scenarios that he has recently gone through or is even currently facing. His passion for financial planning gives him the ability to create customized solutions so that each client has a plan that fits their unique life goal. This is one thing that sets Brent apart from other representatives.

His true desire for knowledge has also created a second aspect of his practice that is focused toward the pre-retirement and retirement phases in life. Brent partners with senior advisors to create strong plans that help individuals meet all of their retirement needs as well as enjoy this stage of life to their fullest.

 

 
 Cameron John Hurlebaus

Cameron John Hurlebaus

Financial Representative
cameron.j.hurlebaus@nm.com

My Networks: LinkedIn

Cameron Hurlebaus grew up a few miles north of Middleton in the only Waunakee in the world.  He coached baseball at Waunakee High School for three years and is still a player/coach for the Waunakee Home Talent’s local nine.  Cameron joined the Northwestern Mutual team in January of 2017.  Now as a Financial Representative, Cameron’s passion is building relationships with hardworking people and helping them protect the money they work so hard to earn.

 
 Cary Grunder

Cary Grunder, CLU®, ChFC®, CASL®, RICP®

Financial Advisor
cary.grunder@nm.com

My Networks: LinkedIn

Cary Grunder has been a Financial Advisor for over 20 years with Northwestern Mutual. He specializes in working with locally owned business’s on their employee benefits, personal planning, business succession planning and investment planning. Cary is married  with 2 daughters. He and his family enjoy traveling, boating, skiing and gardening.

 
 Chris Florinio Anicete

Chris Florinio Anicete

Financial Advisor
chris.anicete@nm.com

My Networks: LinkedIn

Chris Anicete grew up in Madison, WI and graduated from University of Wisconsin- La Crosse with a degree in finance and marketing. After starting his career with Northwestern Mutual in 2009, he and his team have since committed their focus on guiding clients to retirement by effectively assessing their long term financial portrait. Through detailed retirement analysis, accumulation and preservation planning, and education on distribution strategies, his clients achieve full control of the portfolio. Chris believes in a holistic financial planning approach and he deeply cares about a long term relationship with all clients. In his free time, Chris enjoys fishing, hunting, cooking, spending time with his family, travelling, and cheering on his beloved Wisconsin sports teams.

 
 David Gregory Cardenas

David Gregory Cardenas

Financial Representative
david.g.cardenas@nm.com

My Networks: LinkedIn

David Cardenas was born and raised in Rockford, Illinois. He graduated Cum Laude from Southern Illinois University Carbondale with a Bachelor’s Degree in Finance and specialization in investments. David has always been passionate to help people and with his family’s background in the insurance and tax business he is excited to be a part of the financial services industry at Northwestern Mutual. He enjoys camping, playing tennis, and spending time with his family.

 
 Derek Francis Lyght

Derek Francis Lyght

Financial Representative
derek.lyght@nm.com

My Networks: LinkedIn Facebook

Derek Lyght grew up in nearby Waunakee, WI and attended college at the University of Wisconsin-Oshkosh where he achieved his degree in Economics. He began his career with Northwestern Mutual shortly after graduating in 2015. Derek focuses on building strong relationships in order to understand his client's lifelong goals. Through coaching and educating, Derek helps his clients gain financial security in order to achieve those goals.  

 
 Dominic Alexander Johnson

Dominic Alexander Johnson

Financial Representative
dominic.a.johnson@nm.com

Dominic Johnson was born and raised in Madison, WI. Dominic graduated from UW-Madison with a degree in Business Management. Dominic enjoys spending time with his daughter, Eila, and can be found watching the Badgers or the Packers on the weekends. Coming from a humble background, Dominic is passionate about personal finance and financial literacy. Being a financial representative Dominic looks forward to bringing peace of mind to every family he meets.

 
 Eric D Raether

Eric D Raether, CFP®, CLU®

Wealth Management Advisor
eric.raether@nm.com

My Networks: LinkedIn Facebook Twitter

A lifetime resident of Wisconsin, Eric came to Madison to attend the University of Wisconsin-Madison and never left.  He resides on the far west side with wife Teri and sons, Devin and Calvin. Eric has been with Northwestern Mutual for over 20 years and  his team specializes in Wealth Management Services.  Helping you achieve financial security for your family or business is their mission. They will work with you to understand your financial goals, develop a sound financial plan and implement the tools necessary to obtain those goals, while monitoring your progress on a regular basis. His team believes in the highest standards of quality, professionalism, and integrity and they are passionate about helping their clients fulfill their dreams.

 

 

 
 Erin Serrault

Erin Serrault

Financial Representative
erin.serrault@nm.com

Erin Serrault is dedicated to building strong, lasting personal relationships and is passionate about encouraging others to identify their dreams and goals. She is focused on the importance of strategic financial planning to help make those dreams become a reality. One of Erin's goals is to reduce the stress associated with the financial planning process.

 

Erin is a long-time Wisconsin resident and a proud mother of three living in Verona. She grew up in a Navy family who frequently relocated coast to coast and her heart is most happy by the ocean. She lives an active lifestyle and in her free time she enjoys running, cycling, traveling and spending time in nature.  

 
 Heather Needham

Heather Needham

Financial Advisor
heather.needham@nm.com

My Networks: LinkedIn Facebook

Heather Needham has spent most of her career in sales, marketing, and fundraising for local charities in the Madison area.  When Northwestern Mutual approached her about a career that helps others to build a secure financial future, it seemed like a natural progression to join a company that does just that.  Heather creates a unique plan specific to each individual, ensuring that risks and financial health are properly addressed with each client.  She believes that education is key, and everyone deserves the opportunity to create a successful roadmap for their future.  In her free time, Heather enjoys spending time her husband and family, spending time with friends, practicing yoga, and cooking.

 
 Hector A Gutierrez

Hector A Gutierrez

Financial Advisor
hector.a.gutierrez@nm.com

Hector Gutierrez started with Northwestern Mutual after his graduation with honors from the University of Wisconsin – Milwaukee. As a Chancellor’s Scholar, he focused his studies in Psychology and Business Administration. Hector’s approach to financial services aims to provide each client with a comprehensive and customized financial plan. He specializes in helping his clients build a vision for themselves, and then crafting recommendations that make their aspirations happen. Rooted in his belief that each client contributes to the strength of the Madison community, Hector strives to support the personal, professional, and financial goals of his clients.

Hector works closely with the ONE Chapter of Dane County in an effort to eliminate poverty abroad and with 350.org, an organization committed to local sustainability and global climate change education. He has passion for classical music and values spending time with his family in northern Wisconsin.

 
 Jake Brandt

Jake Brandt

Financial Representative
jacob.j.brandt@nm.com

My Networks: LinkedIn

Jake Brandt grew up in Stoughton, WI and graduated from the University of Wisconsin – Stevens Point. After college, he moved to Iowa and worked in the health and wellness field before moving back to the Madison area. He is a passionate athlete and enjoys CrossFit, weightlifting, and golf. As a Financial Representative, Jake wants to help his clients achieve their most important goals and overall financial wellness.

 
 Jason Chance

Jason Chance

Financial Representative
jason.chance@nm.com

My Networks: LinkedIn

Jason Chance is passionate about building strong, lasting personal relationships with his clients while guiding them to achieve their financial goals. As a former teacher, business owner and entrepreneur, he enjoys educating through the planning process and adding value through detailed analysis. Jason believes in well-rounded holistic planning customized to meet the unique needs of his clients. In his free time, he enjoys running, CrossFit and being active outdoors.

 
 Jessica D Schock

Jessica D Schock, CLTC®

Wealth Management Advisor
jessica.schock@nm.com

My Networks: LinkedIn Facebook

Jessica Schock is a well-respected Wealth Management Advisor who has been with Northwestern Mutual for over a decade. She now serves as the Annuity Specialist for the Kosnick agency specializes in wealth accumulation and risk management planning for high net worth individuals and business owners. Jessica also emphasizes wealth preservation, estate planning, and leaving a legacy with her team of specialists; Eric Raether, Matthew Heckmann, and Thomas Horky.

 
 Joe Dwyer

Joe Dwyer

Financial Advisor
joe.dwyer@nm.com

My Networks: LinkedIn

Joe Dwyer graduated in 2007 from the University of Wisconsin-Madison, majoring in Finance and Political Science. Joe continued on to law school at American University, where he and graduated cum laude in 2010 and obtained a Masters degree in International Affairs in 2011. Joe started his career in the financial services industry as a financial analyst at the Ayco company, where he worked to provide comprehensive financial planning and tax planning services to high level executives and other high net worth individuals.  Joe then worked at Ameriprise, where he built financial plans for families in the Madison area. Joe joined Northwestern Mutual as a financial representative and hopes to help individuals and families understand and achieve financial security. In his free time, Joe enjoys soccer, snowboarding, camping, board games, and spending time with his family. 

 
 Joey Winkle

Joey Winkle

Financial Representative
joey.winkle@nm.com

My Networks: LinkedIn

Joey Winkle focuses on creating collaborative, long-lasting relationships with his clients centered around holistic, goal-based planning. Joey, originally from Indianapolis, IN, began his career in project management where he helped businesses execute their vision and mission in as efficient way as possible. Joey brings the same mindset to financial planning: understand his partner's goals and aspirations and collaboratively put together a comprehensive plan that gets them there on-time and on-budget. Holding a degree from Indiana University's Kelly School of Business as well as a Lean Six Sigma Black Belt, Joey strives to make financial planning as efficient and effective as possible.  

 
 John Michael Anderson

John Michael Anderson

Financial Representative
john.anderson@nm.com

John M. Anderson brings more than 30 years of experience in the banking industry. He has worked as a Senior Consultant focused on the design, implementation and administration of nonqualified executive benefit plans that often included the use of BOLI financing strategies. John has also worked as a Partner at the accounting firm of Virchow, Krause and Company. Prior to his accounting career, John was the CEO of Bankers Service Corporation, a subsidiary of Bankers Bank Wisconsin, as well as a former banker. John graduated with his BA in Accounting from University of Wisconsin-Milwaukee and attained his CPA designation. He served as chairman of the Wisconsin Institute of CPAs Financial institutions committee.

 
 John Stuart Rosenberg

John Stuart Rosenberg, CLTC®

Financial Representative
john.rosenberg@nm.com

John Rosenberg graduated from college in 1983 with degrees in Economics, Business and Accounting.  He began his career working for Northwestern Elevator Co., Inc., a large family owned business started by his great-grandfather in the early 1900’s.  He worked his way up to Vice President & Treasurer, in charge of the preparation and analysis of financial statements, contract administration, employee and executive benefits.  In 2000, after the company was sold to United Technologies, John joined Northwestern Mutual, where he has used his family business experience to service the closely held business market; from employee benefit plans, executive and key person carve-outs, buy-sell agreements and succession planning.  John also specializes in, and has a passion for, long term care planning as a tool to help protect a family’s emotional, physical and financial well-being.

 
 Joseph R Fanara

Joseph R Fanara

Financial Advisor
joseph.fanara@nm.com

My Networks: LinkedIn Facebook

Joe Fanara has lived and/or worked in the Rockford, Illinois area all his life. He is married to his wife Jamie, also a business owner in Rockford, and has two children Jase and Jesse. Joe and his team specialize in helping you achieve financial security for your family or business. They will work with you to understand your financial goals, develop a sound financial plan and implement the tools necessary to obtain those goals, while monitoring your progress on a regular basis. His team believes in the highest standards of quality, professionalism, and integrity and they are passionate about helping their clients fulfill their dreams.

 
 Junior Coleman

Junior Coleman

Financial Representative
junior.o.coleman@nm.com

Junior Coleman was raised in Madison, WI. Junior enjoyes spending time with his son, Aceyn and his god-daughter Eila. He can be found watching the Badgers on the weekends. Junior believes that everyone deserves the opportunity to create a successful future through financial literacy. Junior brings his passion for making a difference, excellent customer service and creative solutions to his clients. His promise to his clients is that they will be empowered to discover, create and fulfill their passions.

 

 
 Justin William Pernitz

Justin William Pernitz

Financial Representative
justin.pernitz@nm.com

My Networks: LinkedIn

Justin Pernitz grew up in Cross Plains, WI and graduated from UW La Crosse where he swam and played in the jazz band. He currently resides in Middleton with his wife and two children. In his leisure time, Justin enjoys participating in triathlons and trail runs as well as coaching swimming. In his practice, Justin loves working with other parents as well as endurance sport enthusiasts. Based on his history of owning and running several small businesses, he particularly enjoy working with other small business owners and young professionals as well. Justin embraces the uniqueness of each relationship and the continued opportunity serve in his community.

 

 
 Karl Dettmann

Karl Dettmann, CLU®, ChFC®, CLTC®

Wealth Management Advisor
karl.dettmann@nm.com

My Networks: LinkedIn

Karl Dettmann seeks to build long-lasting relationships as he helps clients prepare for a secure financial future. He’s committed to delivering world-class insurance products and Internationally recognized investment services, adding value through his own knowledge and experience.  Karl specializes in financial planning which includes life, disability, Long-Term Care insurance, as well as education funding, retirement planning,  and various investment strategies to best fit each client’s individual needs.  Karl was born and raised in Wisconsin, and resides in Verona with his wife Laura.

 
 Kate Hagerty

Kate Hagerty

Financial Advisor
kate.hagerty@nm.com

My Networks: LinkedIn

Kate Hagerty grew up in Fargo, ND, before attending The Citadel in Charleston, SC where she majored in Modern Languages. Kate played golf at The Citadel and now enjoys playing recreationally with her family and friends. As a Financial Advisor, Kate enjoys coaching others and providing the financial education necessary to implement a lifelong plan through her collaborative financial planning process.

 
 Kerry Allen Schaible

Kerry Allen Schaible, ChFC®, RICP®, CLU®, CLTC®

Financial Advisor
kerry.schaible@nm.com

My Networks: LinkedIn Facebook

Kerry Schaible CLU®, is a Financial Advisor with Northwestern Mutual in Rockford IL. Dedicated to lifelong learning and continuous improvement, Kerry serves individuals, families, business leaders and top members of his community. Kerry and his team of specialists enjoy educating and helping clients with specially designed strategies, in conjunction with well thought out wealth accumulation/distribution and risk management planning. Kerry is a 2012 & 2013 Million Dollar Round Table member, NAIFA member, NFIB member, serves the Rockford Health Systems Ambassadors, Community Foundation Council of Advisors, is a United Way IREAD volunteer, supports Transform Rockford, and is active with the local Chamber.

 
 M Beth Thacker

M Beth Thacker, MBA, CLTC®, CLU®

Financial Advisor
mbeth.thacker@nm.com

My Networks: LinkedIn Facebook Twitter

As a Financial Advisor, Beth Thacker is committed to helping her clients achieve financial security. In her practice, Beth specializes in Advanced Planning for retirement, retirement allocation, full education planning and business needs analysis. Beth primarily works with small business owners, franchise owners, professional households and individuals in the farming community.

 
 Matt Bozile

Matt Bozile

Financial Representative
matt.bozile@nm.com

My Networks: LinkedIn

Matt Bozile grew up in Cary, IL and obtained a Microbiology degree at UW Madison. After that, he worked in the healthcare IT world for 6 years where he became accustomed with a fast paced and detail oriented environment. Wanting to make a more direct  impact on the lives of others, Matt switched over to financial planning at Northwestern Mutual to help others make their dreams and goals a reality. Using creativity and relentless devotion, Matt works with his clients to create a personalized road map linking where they’re at now with where they want to be in the future.

 
 Matthew M Heckmann

Matthew M Heckmann, CFP®, CLU®, ChFC®

Wealth Management Advisor
matthew.heckmann@nm.com

My Networks: LinkedIn

Matthew Heckmann is a Wealth Management Advisor. He joined Northwestern Mutual in 1995. His professional designations include: CFP, CLU and ChFC. Matt and his team specialize in Wealth Management Services and holistic planning for his clients, which include individuals focused on creating financial independence in the next 10 years and/or maintaining financial independence. Matt offers Fee Based Financial Planning services as well. Matt is a member of and associated with the Madison Estate Council, Financial Planning Association (FPA) and National Association of Insurance and Financial Advisors (NAIFA).

 
 Natalie Dawn Miller

Natalie Dawn Miller

Financial Representative
natalie.miller@nm.com

My Networks: LinkedIn

Natalie Miller is passionate about building long-lasting relationships with her clients while working to take the fear out of the financial planning process. Natalie was born and raised in rural SE Wisconsin, graduated from the University of Wisconsin-Madison, and has spent most of her career as a wildlife ecologist and researcher for universities, non-profits, and the Wisconsin Department of Natural Resources. Natalie works closely with several LGBT community organizations, she is an out and proud transgender woman, and she is dedicated to making the financial services field more accessible to and inclusive of women, the LGBT communities and people of color.

Natalie loves a snowy Wisconsin winter, and in her free time she can be found cross-country skiing, kayaking, fly-fishing or hiking with her German shorthaired pointer Gus.

 

 
 Nathan Alexander Littrell

Nathan Alexander Littrell, J.D.

Financial Advisor
nathan.littrell@nm.com

My Networks: LinkedIn

Nathan grew up in a very small, very rural community in the northwoods of Minnesota before moving to Madison in 2001, where he earned his undergraduate and law degrees at the University of Wisconsin-Madison. He and his wife live in Lake Mills with their three children, and in what little free time Nathan spends apart from his family he can be found hunting, reading or training as a firefighter with the local volunteer fire department.

Nathan genuinely enjoys working with his clients to achieve financial independence by first taking the time to truly understand their priorities and fears, and then crafting a unique combination of tools and strategies to meet their particular goals. As a dedicated father, husband and business owner, Nathan works best with individuals, families and businesses owners who are similarly passionate about achieving their personal and professional dreams.

 

 
 Nathan Ford Keeling

Nathan Ford Keeling

Financial Advisor
nathan.keeling@nm.com

My Networks: LinkedIn Facebook

Nathan Keeling focuses on coaching clients to achieve the best possible outcomes in their financial future. He cultivates relationships by taking a collaborative approach with those seeking his help. Nathan attended The University of Iowa on a swimming scholarship, where he obtained a BBA in Management and completed the Entrepreneurship Certificate program. As captain of the swim team his senior year, he was awarded the University’s Jim Marshall Memorial Award for Leadership. Nathan currently lives in Middleton with his wife, Brooke, his daughter, Reese, and their two dogs, Sophie and Lola.

 
 Nicholas J Eggert

Nicholas J Eggert

Financial Advisor
nicholas.j.eggert@nm.com

My Networks: LinkedIn

Nick Eggert was born and raised in Madison, WI. He attended James Madison Memorial High School and later the University of Wisconsin-Madison where he majored in Economics with a math emphasis while also acquiring a sustainabiity certificate. Nick was a cheerleader in college and is an avid Badger fan. He is currently an assistant coach for the Madison Memorial soccer team and is very excited about expanding his coaching to finances. Nick has set out with the goal of helping people in life, in one facet or another he truly believes that is his purpose.

 
 Nicholas S Mannebach

Nicholas S Mannebach, ChFC®

Financial Advisor
nicholas.mannebach@nm.com

My Networks: LinkedIn

Nick Mannebach grew up in Milwaukee, WI and started his career with Northwestern Mutual in 2013. Through risk management strategies, wealth accumulation and distribution planning, Nick and his team provide every client with a holistic plan that evolves with them over time. This commitment to establishing a long-term partnership has earned Nick companywide honors. In his free time, Nick enjoys playing and watching sports, fishing, hunting, traveling and spending time with family and friends.

 
 Nick J Hensen

Nick J Hensen

Wealth Management Advisor
nick.hensen@nm.com

My Networks: LinkedIn Facebook

 Nick has spent over a decade with Northwestern Mutual; passionately helping others by creating a personal plan based on their financial goals and needs. In 2016, Nick became a Wealth Management Advisor. Nick is constantly continuing to advance his education and knowledge and he strives to be the best resource possible for his clients. Nick lives in Sun Prairie with his pride and joy; his wife, Jennifer and his amazing kids. Family is the number one priority in Nick's personal life; another reason why it's so important to him to help educate and financially protect yours.   

 
 Owen Butler

Owen Butler

Financial Representative
owen.butler@nm.com

My Networks: LinkedIn Facebook

Owen Butler was born and raised in Milton, WI and currently resides in Stoughton, WI with his wife Megan, and their three children (Oliver, Willow, & Quinn). Owen formerly worked in the golf industry as a golf professional at Trappers Turn Golf Club in Wisconsin Dells, WI, as well as consulting with Gordon Food Service in Madison, WI within the restaurant community.

Owen enjoys meeting with individuals on a daily basis to learn about themselves, their families, and their goals. Through those discussions, Owen and his clients are able to forge a lasting partnership on the journey to the financial path they’ve envisioned. Outside of work, he loves spending time with his family, cooking, being outdoors, playing golf (and mini-putt), and he is an avid supporter of Wisconsin sports.

 
 Peter James Johannes

Peter James Johannes

Financial Representative
peter.j.johannes@nm.com

My Networks: LinkedIn

Peter Johannes grew up in Madison and spent most of his younger life playing youth sports. He is a proud Westmorland Saint and loves the game of hockey. After graduating High School, Peter obtained a degree in Social Welfare from the University of Wisconsin-Milwaukee. Peter came to Northwestern Mutual after spending six years in the banking industry. He loves working with  people and is most proud when he can help others achieve their goals. As a Financial Representative of Northwestern Mutual Peter enjoys helping people plan for their financial future.

 
 Peter Robert Shulla

Peter Robert Shulla

Financial Advisor
p.shulla@nm.com

Peter Shulla began with the company in 2005 as an intern and proud third generation member of the Shulla family to join the Northwestern Mutual team. After graduating with a bachelors in Psychology from Edgewood College in 2006 he began his full time role as a representative. Now with 10 years of experience, Peter and his team have made developing their clients financial plans a priority to ensure they align with their current goals and future visions.

 
 Sandy Naomi Eichel

Sandy Naomi Eichel

Financial Advisor
sandy.eichel@nm.com

My Networks: LinkedIn

Sandy Eichel is passionate about helping her clients develop a different relationship with their money and taking the fear and the hesitation out of the process of planning for their future. Sandy and her team create a fun environment where education is key. Sandy is very involved in the community and raises money for many local nonprofit organizations.  Her goal in this role is to make the financial services industry more inclusive for women, the LGBT community and people of color.

 

 
 Steffon A Walby

Steffon A Walby

Financial Advisor
steffon.walby@nm.com

My Networks: LinkedIn

Steffon Walby is originally from Lodi, WI. He currently Middleton, WI after moving from Biloxi, MS where he finished his 20 year professional hockey career as a player and a coach.

Steffon enjoys playing hockey and golf as well as spending time with his wife Alexis and his two sons, Braxton and Carter. He also enjoys attending musicals, mountain biking and falling asleep to golf on TV. Currently, Steffon coaches hockey at Middleton High School. His biggest passion in life is seeing other people succeed and helping them along the way.

 
 Steven L Penn

Steven L Penn, CFP®, ChFC®, CLU®, CASL®

Wealth Management Advisor
steven.penn@nm.com

My Networks: LinkedIn Facebook

A University of Wisconsin-Madison Economics alumni, Steve joined Northwestern Mutual right out of college looking to gain as much knowledge about the financial world as possible. He truly enjoys financial planning and continues to pursue his education. His diverse interests have guided him throughout his educational career in everything from web programming to business consulting for a family-run business.

 
 Thomas J Horky

Thomas J Horky, CLU®, ChFC®, CASL®

Wealth Management Advisor
tom.horky@nm.com

My Networks: LinkedIn Facebook

Tom Horky is a Wealth Management Advisor who has been with Northwestern Mutual for over 25 years.  He specializes in Wealth Management Planning and believes in bringing a holistic approach to all his plans. He is a certified trainer and coach who brings value to not only his clients but to those who work with him. He is a well respected advisor who is looked upon highly by his clients as well as his peers.

 

 
 Tyler Knowles

Tyler Knowles

Financial Advisor
tyler.knowles@nm.com

My Networks: LinkedIn

After graduating from the University of Iowa in 2003, Tyler Knowles moved to Denver, CO where he spent 10 years enjoying the mountains and started his career in the banking industry. He quickly gravitated to commercial banking where he discovered a strong desire to help small business owners gain financial stability. He spent nearly a decade pursuing this passion before joining Northwestern Mutual. Tyler believes that everyone needs a financial plan and an honest relationship with their advisor in order to be successful. Outside of the office Tyler enjoys fly fishing, skiing, and spending time with his three sons and his wife Brooke.

 
 Will Gardner

Will Gardner

Financial Advisor
william.gardner@nm.com

My Networks: LinkedIn

Will Gardner started his career at Northwestern Mutual as an intern during the summer of his senior year in college. He graduated from the University of Wisconsin-Stout with a Business Management degree and enjoys being back in his hometown of Madison, WI. Aside from being a Financial Representative at Northwestern Mutual, Will enjoys landscaping projects, spending time with family and friends and when time permits, he likes to playing basketball. He is an avid Wisconsin basketball fan and says that the basketball season is the only thing that gets him through the long cold winters of Wisconsin. One of his favorite hobbies is traveling and he hopes to visit all seven continents during his lifetime. Will is very passionate about helping his clients achieve success. He believes in challenging his clients to set big goals, while creating a unique plan with real, proven, and reasonable strategies backed by an honest perspective on what it will take to get there.

 
 Zack Henry

Zack Henry

Financial Advisor
zack.henry@nm.com

My Networks: LinkedIn

Zack started the intern program in 2014 and plans to continue developing his practice while working on his finance degree at the University of Wisconsin-Madison. After graduation, he plans to stay with the agency and continue delivering value to his clients. He looks forward a long career with Northwestern Mutual helping people prepare for the future.

Zack grew up in Baraboo, WI and loves being outdoors as much as possible. He enjoys golfing, running, hiking and kayaking.

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- Vault Guide to Internships, 2017 edition

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