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
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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.

 
 Abraham Richardson

Abraham Richardson

Financial Representative
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Abe was adopted at a young age, by a family in Texas. After being in Texas for years, he moved to New Mexico. After having had enough of the heat, he moved to Madison in 2014. Abe enjoys winter sports, learning and listening to music, and pretty much self-taught him-self as many random things as possible. His goal for his clients is to educate them in terms of planing so that they have peace of mind for their future.  

 
 Andrew P Shulla

Andrew P Shulla, CLU®, ChFC®, CASL®

Financial Advisor
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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
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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 A. Cotharn

Bradley A. Cotharn, CFP®, CLU®, ChFC®, CPA

Financial Advisor
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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
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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.

 

 
 Cary Grunder

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

Wealth Management Advisor
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My Networks: LinkedIn

Cary Grunder has been a Wealth Management 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.

 
 Christopher F Anicete

Christopher F Anicete, CLTC®

Financial Advisor
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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.

 
 Daniel Moore

Daniel Moore

Financial Representative
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Daniel S. Moore Jr. was born and raised in the Greater St. Louis Metropolitan Area. Daniel graduated from the University of Wisconsin-Madison with a masters in Educational Leadership & Policy Analysis and a bachelors in Family, Consumer & Community Education.

Daniel is passionate about education and building the foundation for future generations. Daniel has a zeal for helping people and strengthening the community. That passion comes to fruition as he volunteers at the Dane County Juvenille Detention Center weekly in addition to serving as a Chaplain at the Dane County Department of Corrections.  

Daniel enjoys the intersection of education and finance because it allows him to educate, coach and counsel his clients to win financially.

 
 Derek Francis Lyght

Derek Francis Lyght

Financial Advisor
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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 Advisor
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My Networks: Facebook

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 advisor, Dominic looks forward to bringing peace of mind to every family he meets.

 
 Gary Rada

Gary Rada

Financial Representative
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Gary became a client of Northwestern Mutual before joining the ranks of this highly motivated and successful team, and he loves to share his passion for sound financial planning with everyone he meets. Prior to his career at Northwestern Mutual, Gary worked in sales with Zimbrick Motors and Ultra Diamonds and also was a Technical Recruiter/Manager with a large IT company. Somehow Gary also toured the country as a drummer in a band for 9 years during this time! He is a proud UW-Madison Alum and enjoys playing rec league softball, fishing, motorcycling, live music, Bucks/Badgers/Brewers/Packers and his dog Bailey.

 
 Heather Needham

Heather Needham

Financial Advisor
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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
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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 Advisor
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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 Advisor, Jake wants to help his clients achieve their most important goals and overall financial wellness.

 
 James Winkler

James Winkler

Financial Representative
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James Winkler graduated from Lake Forest College, majoring in Business with a minor in Entrepreneurship and Innovation. James is driven by his desire to ensure that his clients reach their financial goals. He believes that financial success is attainable for those willing to focus on their goals, and he is committed to guiding his clients along their path to a better present and a secure future.

James grew up in Madison, WI and loves being active every day. In his free time, James enjoys swimming, golfing, weightlifting, skiing, traveling and spending time with friends and family.

 
 Jerry Laack

Jerry Laack

Financial Representative
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Jerry Laack grew up in Mauston, Wisconsin before attending University of Wisconsin-Platteville studying business management. Before joining Northwestern Mutual he spent 17 years in retail as an assistant store manager. After moving to Iowa to start a family, he and his wife wanted to get back to Wisconsin to be closer to friends and family. He enjoys playing golf, snowboarding and sending time with his wife and 2 beautiful girls. Jerry uses his strong collaborative skills and organizational abilities to help his clients reach their goals and financial freedom.

 
 Jessica D Schock

Jessica D Schock, CLTC®

Wealth Management Advisor
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Jessica Schock joined the Kosnick agency after attending college at the University of Wisconsin-La Crosse. She has been with Northwestern Mutual for over 16 years. Jessica also serves as the Annuity Specialist for the Kosnick agency and specializes in wealth accumulation, risk management, and retirement distribution planning for high net worth individuals and business owners. She and her team 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. Her team believes in the highest standards of quality, professionalism, and integrity and they are passionate about helping their clients fulfill their dreams.

 
 Jim Solberg

Jim Solberg

Financial Advisor
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My Networks: LinkedIn

Jim Solberg was born and raised in Bloomington Il and became a resident of Wisconsin after Jim graduated in 2017 from the University of Wisconsin-Whitewater with a bachelor’s degree in Human Health and Performance and a minor in Sports Management. Originally working as a personal trainer Jim found that many of the skills in developing an individual fitness plan applies to the development of a personal financial strategy for his clients.  

 
 Joanna Burish

Joanna Burish

Financial Representative
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Joanna Burish moved to Madison, WI at seven years old with her family in 1976 from Nazareth, Israel. She received her BA in Accounting and a Masters in Executive Management from the University of Wisconsin-Madison. Joanna's career includes acting, film and music production in Hollywood and New York, film distribution including The Cannes Film Festival, and being the CEO of a $130 Million real estate company. Today, she runs a financial planning practice with Northwestern Mutual as well as owning her real estate consulting company. Among her proudest endeavors is founding a networking group with the mission of empowering and mobilizing women. Joanna is a community leader involved in various start-up businesses and non-profits where she consults on business practices, leadership and sustainable growth. Her most honored experience is being a mother to her daughter Raquel, who lives in New York and rescuing Shanti, her two year old sweet, high-energy dog from a shelter in Louisana.

 
 Joe Dwyer

Joe Dwyer, J.D., CFP®

Financial Advisor
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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. 

 
 John Michael Anderson

John Michael Anderson

Financial Representative
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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
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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
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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 Advisor
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Junior Coleman was raised in Madison, WI. Junior enjoys 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 Advisor
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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
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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. 

 
 Kerry Allen Schaible

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

Financial Advisor
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Kerry Schaible 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 Million Dollar Round Table qualifier, NAIFA member, NFIB member, serves the Rockford Health Systems Ambassadors, is a United Way IREAD volunteer, supports Transform Rockford, and is active with the local Chamber. If you are in your working years, nearing or are in retirement, you've come to the right place.

 
 Martinez White

Martinez White

Financial Representative
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Martinez White, a Milwaukee native, UW-Madison Chancellor’s Scholars alum and member of the Wisconsin Foundation & Alumni Association Advisory Board, aims to inspire intergenerational wealth. Equipped with a B.A. in Communication Arts, and successful background in credit union banking, Martinez is keenly focused on collaborative client-relationship building driven by transparent financial education, reputable trust and residual quality. Martinez's holistic financial planning approach helps result in efficient tax efficient strategies, wealth accumulation and effective retirement distribution strategies. His particularly consultative nature, ultimately appeals to a diverse clientele. He will support you in clarifying your dream financial scenario, helping transform it from the abstract realm into concrete reality. 

 
 Matthew A Enns

Matthew A Enns

Financial Advisor
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Matthew Enns grew up in beautiful Coeur d’Alene, Idaho where he obtained a degree in Accounting from Lewis and Clark State College in 2010. Before joining Northwestern Mutual he spent 12 years in the auto industry as a finance manager. Matt looks enjoys to his educational and career background to help his clients reach their goals and find financial freedom. After starting a family in North Idaho he recently moved to Wisconsin to be closer to his wife’s family in Southwest Wisconsin.

 
 Matthew M Heckmann

Matthew M Heckmann, CFP®, CLU®, ChFC®

Wealth Management Advisor
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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).

 
 Melissa Beth Thacker

Melissa Beth Thacker, MBA, CLTC®, CLU®, ChFC®, CFP®

Financial Advisor
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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.

 
 N'Dia Jones

N'Dia Jones

Financial Representative
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N'dia Jones was born and raised in Madison, WI. Prior to her career with Northwestern Mutual, she worked for the Madison Metropolitan School District, where she coordinated numerous enrichment programs for elementary aged students. N'dia has always held a strong belief that her purpose in life is to give back to others and impact lives postively. Through her practice at Northwestern Mutual, she is able to provide her clients with the tools and knowledge to reach their goals. In her free time, N'dia enjoys spending time with her family, traveling and cooking.

 
 Nathan Alexander Littrell

Nathan Alexander Littrell, J.D.

Financial Advisor
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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 four 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, ChFC®

Financial Advisor
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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 S Mannebach

Nicholas S Mannebach, ChFC®, CLU®, CFP®

Financial Advisor
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Nick Mannebach grew up in Milwaukee, WI and started his career with Northwestern Mutual in 2013. Nick's role in working with clients is to gain clarity over their most amazing futures, simplify complex problems, and ultimately help provide clients with financial piece of mind. Achieving financial independence is an ever-evolving process that necessitates trusted partnership with ongoing communication to ensure alignment between actions and goals. The commitment to growth and establishing a long-term partnership with clients has earned Nick company and industry-wide honors. Nicks holds his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU ®) designations through the American College, is a CFP Board CERTIFIED FINANCIAL PLANNER (CFP®) and is a member of the Million Dollar Round Table (MDRT), Northwestern Mutual Professional Growth Association, and National Association of Insurance and Financial Advisors (NAIFA).

 
 Nick J Hensen

Nick J Hensen, CLU®, CLTC®, RICP®

Wealth Management Advisor
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 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.   

 
 Peter Robert Shulla

Peter Robert Shulla

Financial Advisor
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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 Eichel

Sandy Eichel, CLTC®

Wealth Management Advisor
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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.

 

 
 Stacy Roberts

Stacy Roberts

Financial Representative
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My Networks: LinkedIn

Stacy Roberts brings two decades of client consultative experience to Northwestern Mutual, where she's thrilled to have a new outlet for her lifelong passion, which is helping people reach their goals. Her career path has taken her through the construction, mining, agriculture and manufacturing sectors, giving her a unique perspective and a solid understanding of the complexities that affect our economy and those who's work supports it. Stacy looks forward to building and nurturing strong relationships with her clients and utilizing her strategic planning abilities to help them realize their personal financial objectives. With a 21-year-old daughter in college and a five-year-old Shiba Inu fur baby, she knows what a difference sound financial planning can make for businesses, families and individuals alike. Call Stacy for an friendly, approachable and collaborative professional perspective on how to maximize your legacy goals.

 
 Steffon A Walby

Steffon A Walby

Financial Advisor
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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
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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.

 
 Terence L Nolan

Terence L Nolan, CLU®, ChFC®

Financial Advisor
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My Networks: LinkedIn

Terry Nolan obtained his life insurance license in 1975 and joined Northwestern Mutual in 1992. He works with families and business owners to secure their financial future with life, disability and long-term care insurance while helping clients invest for retirement and in their children's education.

 
 Thomas J Horky

Thomas J Horky, CLU®, ChFC®, CASL®

Wealth Management Advisor
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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.

 

 
 Tony Butler

Tony Butler

Financial Representative
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Tony Butler grew up in Sun Prairie, Wisconsin before attending Indiana University where he played baseball and majored in Economics. Loving the Madison area, he was drawn back after graduation. Tony is passionate about creating long-lasting relationships with his clients to develop a plan that will grow with them to help them reach their financial goals. He believes understanding his clients' vision is integral in developing a unique strategy in approaching financial security. In his free time, Tony enjoys watching Wisconsin sports, hunting, fishing, and staying active in any way that he can.

 
 Tyler Knowles

Tyler Knowles

Financial Advisor
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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
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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.

 
 William Philip Jordan

William Philip Jordan

Financial Advisor
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Will Jordan was born and raised in Appleton, WI. He attended the University of Wisconsin-Madison, where he majored in Economics. During his senior year, he participated in the internship program at Northwestern Mutual and knew early on that he wanted to pursue a career as a full-time advisor. Will is passionate about helping others achieve their full potential and believes that an effective financial plan is necessary in doing so. Outside of the office, Will enjoys fitness, golfing, playing guitar and watching the Packers and the Badgers play in the fall.  

 
 Zackery Henry

Zackery Henry, CFP®, ChFC®

Financial Advisor
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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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