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4620 N Ballard Rd
Appleton, WI 54913-8947
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Office: 920-739-1155
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Debra Blevons, CLTC

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Associates

Our financial representatives are the face of our organization. They not only represent the Northwestern Mutual Financial Network, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

 

Charles Thomas Aslakson, CLU®, ChFC®

Financial Representative

Charles Aslakson605 George St
De Pere, WI 54115
(920) 366-0700

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Chuck joined the local network office in 1981 after a successful career coaching Phoenix basketball at the University of Wisconsin - Green Bay.

Chuck's extensive knowledge of life insurance, long-term care insurance, disability income insurance and estate analysis, gives him the experience necessary to help individuals and businesses secure their financial future.

 

William J Bickel

Financial Representative

William Bickel4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8378

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Bill enjoys working wtih young families as well as business owners.  A very energetic person, Bill is willing to go the extra mile for his clients when it comes to providing an appropriate strategy to assist them in fulfilling their financial dreams and goals.

Bill enjoys time away from work with his wife and children.

 

Randall Binversie, CLU®, ChFC®

Financial Representative

3705 Kadow St
Manitowoc, WI 54220
(920) 684-7801

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Through a personal needs analysis, Randy can provide you with specific solutions that can help make your goals a reality.

Business owners can benefit from Randy's extensive experience in providing for the special needs that entrepenures often have - from risk management to investment options. 

Randy has been with the Northwestern Mutual Financial Network since 1986.

 

Brian D Blink, CLU®, ChFC®

Financial Representative

Brian D Blink833 5th Ave
Antigo, WI 54409
(715) 627-2865

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Representing Northwestern Mutual in Antigo, WI since 2002, Brian uses his experience in businss and his degree in accounting from UW Eau Claire to help individuals, families and business owners develop strategies to accomplish their financial goals.

Brian is an avid outdoorsman, enjoying the best that Wisconsin has to offer.

 

Paul A Bonikowske

Financial Advisor

Paul A Bonikowske4620 North Ballard Rd.

Appleton, WI 54913

(920) 882-8363

 

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Paul has been in the financial services industry since 1992 and with Northwestern Mutual since 2003. In his position as a Financial Advisor, Paul is able to help develop a financial plan for his clients that includes protecting their loved ones futures with life insurance, their income with disability insurance and their retirement with sound investment strategies as well as planning for long term care needs.

 

Originally from Manawa, Paul resides in Greenville with his wife and children.

 

Stuart W Brink, CLU®, ChFC®

Financial Advisor

Stuart W Brink435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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Stuart has been an agent representing the Northwestern Mutual Financial Network since 1987.

Stuart understands business concepts and the needs of a business owner first hand.  As a business owner himself, he knows that too often more time is spent working in the business than on the business.  Stuart helps his clients identify and implement creative solutions for business issues today and in the future.

In the personal market, Stuart is able to lend his expertise in the areas of income preservation and wealth accumulation.

 

Doua Chang

Financial Representative

Doua Chang5417 Vern Holmes  Dr
Suite 2
Stevens Point, WI 54482
(715) 344-3934

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Doua has been with Northwestern Mutual since 2004 bringing world class service, solutions and strategies to his clients through the Northwestern Mutual Financial Network.  Call Doua today, he is always ready to go to work for you.

 

Curt J De Leske

Managing Director

Curt J De Leske1204 S Central Ave
Marshfield, WI 54449-4133
(715) 387-1793

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Curt began his career with Northwestern Mutual as a college intern and he is now a Managing Director overseeing the recruitment of new agents and the offices in Stevens Point and Marshfield.

Curt is an experienced representative working with business owners as well as individuals, providing guidance with everything from life insurance to group health to retirement planning.

When Curt is not in the office or with a client you can find him in the great outdoors training his hunting dogs.

 

Steve De Namur

Financial Representative

Steve De Namur123 N Stevens St
P.O. Box 1429
Rhinelander, WI 54501
(715) 369-4785

 

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Steve has been a part of the Northwestern Mutual Financial Network since 1984.  Over the years Steve has been helping his many clients by providing guidance and vision that comes from decades of experience as a successful financial representative.

 

Edward B Degeneffe

Financial Representative

Edward Bruno Degeneffe435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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Ed is a second generation financial services representative. He prides himself in giving his clients the resources and knowledge to create the proper strategy for financial security. He ensures this by doing an annual review with each one of his clients to keep them on track. Ed also enjoys working with young families and small business owners. Some of Ed’s hobbies are golf and hunting.

 

Christian Doule, CLTC

Financial Representative

Christian Doule4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8349

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Christian's background in the banking industry has helped him build a fully integrated practice combining expertise in risk management, investments and retirement strategies.

Even with a busy practice though, Christian finds time to volunteer with the United Way - Fox Cities as a way to give back and support the community.

Christian and his wife Heather live in the Fox Cities with their beagle, Sam.

 

Allen K Freis, CLU®, ChFC®, CFP®

Wealth Management Advisor

Allen Freis435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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For 30+ years as a representative of Northwestern Mutual, Al has continued to build trust and confidence in his clients by making those recommendations which he would do for himself and his family if faced with a similar situation.

By matching his client's needs with innovative solutions, using world-class insurance services and internationally recognized investment products, Al brings his experience and leadership to his clients and those they care about most.

Al will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for himself.

 

Richard A Gingras

Financial Representative

Richard A Gingras405 Woodward Ave
Iron Mountain, MI 49801
(906) 774-1665

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As a former college intern and a representative since 1980, Rick has been helping clients in the Iron Mountain, MI area provide for their family's security with guidance and innovative products from the Northwestern Mutual Financial Network.

As a second generation financial representative, Rick is equally proud to have his daughter Leann join him in his practice in the Upper Penninsula of Michigan.

 

LeAnn Gingras

Financial Representative

LeAnn Gingras405 Woodward Ave
Iron Mountain, MI 49801
(906) 774-1665

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Leann is a third generation Northwestern Mutual representative.  Leann enjoys the challenge of working with young families, helping young couples get off on the right financial footing.

Leann is excited about what she and Northwestern Mutual can provide for her clients in the way of protection and stability for their future.

 

John M Herb, CLU®, ChFC®, CFP®

Life Insurance Specialist

Jack M Herb4620 N Ballard Rd
Appleton, WI 54913
(920) 749-1592

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In addition to being the Life Insurance Specialist for the agency, Jack is also a Wealth Management Advisor.
 
Jack inspires his clients to identify their financial objectives, to guide them in creating solutions for achieving those objectives, and to motivate them to collaborate on financial solutions geared toward their objectives. Jack believes in values-based solutions, and he brings integrity and great follow-through to the process.
 
Jack began his career at Appleton West High School as a math teacher and coach. In his ninth year, Jack became a part-time Financial Representative before joining the Northwestern Mutual full-time in 1980. Since then he has earned numerous national recognitions for quality and sales achievement, as well as being recognized as the Financial Representative of the Year multiple times within his network office. 

 

 

David Hesse, CFP®, CRPS

Investment Specialist

David Hesse4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8353

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In addition to being the Investment Specialist and Retirement Plan Specialist for the agency, Dave is also a Wealth Management Advisor.

Whether you are concerned for your own financial needs or those of your family or business, Dave works to understand your financial dreams and goals so he can help provide the right solutions and products at the right time.

A long time veteran of the financial industry since 1993, Dave's expertise as an Investment Specialist, with Northwestern Mutual, and a recipient of the a Certified Financial Professional®  and Certified Retirement Plan Specialist® certifications,  brings confidence to his personal and business clients.

Dave and his wife Christa keep themselves busy with their three children.

 

Jeremy Karl Hischke

Financial Representative

Jeremy Karl Hischke435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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Jeremy is very interested in working with young individuals and families.  Jeremy works with an accomplished group of specialists that he brings to his clients in order to provide direction and confidence in structuring financial goals.

 

Travis Scott Kempf

College Unit Director

Travis Scott Kempf5417 Vern Holmes  Dr
Suite 2
Stevens Point, WI 54482
(715) 344-3934

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Travis is building a solid practice by leveraging the power of the Northwestern Mutual for his clients and there families and businesses.  Travis knows that starting early can mean a great difference in the future when your talking about your financia dreams, that's why he works to motivate his clients to start moving towards their goals now.

 

Donald Kleist, CLU®, ChFC®

Senior Financial Representative

Donald J Kleist4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8350

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Senior Agent Don Kleist has been working with Northwestern Mutual to help protect families and businesses since 1970.  Specializing in investment strategies, Don has helping families accumulate wealth and protect their future using the world class products available only through Northwestern Mutual.

Don and his wife Lori enjoy weekends at their cottage in Northern Wisconsin and spending time with their grandchildren.

 

Kyle Klotzbuecher

Financial Representative

Kyle Lee Klotzbuecher4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8366

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Kyle likes to meet new people and learn about their financial situations.   Helping clients to understand where they are financially speaking, vs. where they want to be is an important discussion that Kyle has with his clients on a regular basis.

Kyle strives to do the right thing at all times for his clients and it shows in the high level of trust and confidence they have placed in him and in Northwestern Mutual.

 

Bradley Kmosena

Financial Representative

Bradley Kmosena941 West Broadway Avenue
Medford, WI 54451
(715) 748-0999

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Brad is motiviated by the challenge of meeting new people and discussing their financial goals and dreams.  Brad and Northwestern Mutual make a great team that puts cliients and their needs first.

 

William J Krejcarek, CLU®, ChFC®, CLTC

Financial Representative

William Krejcarek207 Wisconsin St
PO Box 34
New London, WI 54961-1171
(920) 982-3456

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Bill is a veteran representative with a well rounded practice including risk management, investment strategies, retirement planning and long term care needs.

For over 30 years Bill has been providing exceptional service to his clients while at the same time providing cutting edge innovations in securing their financial goals.

 

Daniel Kroiss, CLTC

Long Term Care Specialist

Daniel Kroiss4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8348

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In addition to being the Long Term Care Specialist for the Network Office in Appleton, Wisconsin, Dan is also a Financial Representative.

Dan, like many Northwestern Mutual representatives, is the type of person that cares about each and every one of his clients.  That is why he is so passionate about making sure everyone he meets knows about the value of a relationship with Northwestern Mutual.

Dan like to walk for exercise, especially when it's during a round of golf.  He and wife Chris enjoy time spent with their grown children.

 

Robert Kuntze

Financial Representative

Robert Joseph Kuntze844 Pierce Ave
Suite 201
Marinette, WI 54143
(715) 732-1054

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Because of Bob's location, his practice keeps him busy with clients in Wisconsin and the Upper Penninsula of Michigan.  Bob's clients like to refer him to their friends and their business associates because of his caring, client centered way of doing business. Bob also enjoys spending time on the water with his wife and children.

 

 

Thomas Lattimer

Financial Representative

Thomas Lattimer1500 Merrill Ave
Suite 203
Wausau, WI 54403
(715) 845-9228

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Tom has been representing Northwestern Mutual since 1957.  Practising out of his office in Wausau, WI, Tom has established himself as a leader in the agency working wtih individuals and business owners in particular.

As a business owner himself, Tom has a special affinity for the special needs of business owners.

 

Matthew Lietzan

Financial Representative

Matthew Eric Lietzan4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8364

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Matt started his Northwestern Mutual career as a college intern.  In addition, his parents work in the financial services industry as well.  Recently married, Matt enjoys working with young couples and enjoys the satisfaction of seeing his peers on the right financial track at a very crucial time in their lives.

Matt is extremely proud of his brothers who are US. Naval Aviators.

 

William James Magoon, CLU®, CLTC

Financial Representative

Bill Magoon435 S Washington Ave
Suite 8
Green Bay, WI 54301
(920) 435-7597

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Bill is the Long Term Care Specialist for our Green Bay office.  An agent since 1966 Bill has distinguished himself with a consistent track record of client focused service.  Bill is passionate about making sure each individual he comes in contact with understands the importance of having a solid financial strategy; from young couples to retirees.

 

Ben Martinsen, CLTC

Financial Representative

Benjamin Martinsen5417 Vern Holmes  Dr
Suite 2
Stevens Point, WI 54482
(715) 254-3916

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Located in our Stevens Point office, Ben prides himself on developing client relationships based on honesty and mutual respect.  By engaging in an open conversation, Ben will gain an understanding of your financial goals and create a roadmap that can get you where you want to be.  Though has has earned the CLTC designation, "Certified in Long Term Care" , his practice is not limited to one specific area because financial success is rarely achieved by focusing solely on one solution.  The son of a educator, Ben will take the time needed to explain the complexities of each solution so that each person involved in the process will understand why the selected path is being followed.  Ben understands that his place in your life is to help you protect and provide for the people you care about most.

 

Michael G Mertes

Financial Representative

Michael G Mertes115 E Fulton St
Waupaca, WI 54981
(715) 258-5456

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Mike has been a successful Northwestern Mutual agent since 1983.  Working and living in the areas around Waupaca, Wisconsin, Mike has been helping his clients ensure peace of mind and security for themselves and their businesses through the Northwestern Mutual system.

 

Dave Mittelsteadt, CLU®, ChFC®

Annuity Specialist

Dave Mittelsteadt5417 Vern Homes Dr
Suite 2
Stevens Point, WI 54482
(715) 344-3934

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In addition to being the Annuity Specialist for the agency, Dave is also a Financical Representative.

Dave inspires clients to identify their financial objectives, guides them in creating solutions for achieving those objectives, and motivates them to collaborate on financial solutions geared toward their objectives.  Dave believes in values-based solutions.  He brings integrity and great follow-through to the process.

Following a four year commitment with the United State Air Force and education through Texas and Wisconsin University systems, Dave became a Financial Representative with Northwestern Mutual in 1973.  Dave has earned numerous recognitions for quality and sales achievement, as well as being recognized multiple times within his network office.   He has been a qualifying/life member of the Million Dollar Roundtable from 1986-2010.

 

 

Trevor T Mosupye

Financial Representative

435 S Washington St
Green Bay, WI 54301-4216
(920) 435-7597

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After graduating from the University of Wisconsin - Madison, Trevor joined the Northwestern Mutual Financial Network.   Trevor is helping individuals and families start down a path of financial independence.  Trevor can use the assistance of the agency specialists to leverage the impact of the Northwestern Mutual for his clients.

 

Russell Ostrowski

Financial Representative

Russell Ostrowski4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8368

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Russ is celebrating 18 years as an agent with the Northwestern Mutual.  Russ specializes in disabiltiy income protection  for clients.  Participating in joint work with new agents as well as running a successful practice keeps Russ busy.

When not at work you can find him at his favorite fishing spot.

 

Gregory R Pederson, CLU®

Investment Specialist

Gregory R Pederson5417 Vern Holmes Dr
Suite 2
Stevens Point, WI 54482
(715) 254-3910

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In addition to being an Investment Specialist and a Retirement Plan Specialist for the agency, Greg is also a Financial Advisor.

Since 1988 Greg has been showing people and businesses the value of working with the Northwestern Mutual.  Now, after several decades in the business, Greg is an Investment Specialist.  His work revolves mostly around the setup and supervision of business retirement plans, including 401k plans, SEPs, SIMPLEs as well as executive compensation plans.

 

Joel Perso

Financial Representative

435 S Washington St
Green Bay, WI 54301-4216
(920) 435-7597

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Joel really likes telling the Northwestern Mutual story.  How clients start out with an idea and grow it into a lifelong strategy for financial security.  Joel's clients have the trust and confidence in knowing that they are with an industry leader like Northwestern Mutual and that their concerns and interests are a priority for Joel.

 

Dante P Pizzuti, CLU®, CLTC

Managing Director

Dante Pizzuti435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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Dante has been with Northwestern Mutual since 1993. He started in financial services in college with an internship and joined Northwestern Mutual in New York based on the quality reputation of the company. Dante specializes in working with business owners, executives and medical professionals in the areas of wealth accumulation and distribution, estate analysis and risk management.

Dante provides knowledgeable insights into areas that most concern his clients and he is committed to improving himself in order to provide the best service possible. Dante has completed his CLU, his CLTC and is currently working on a master's degree in finance.

In 2006 he decided to move his wife and three children to Green Bay to develop the office as Managing Director for the company.

 

 

Dick Podraza, CLU®

Financial Representative

Dick Podraza844 Pierce Ave
Suite 201
Marinette, WI 54143
(715) 732-4196

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Dick has served clients in the Marinette, Wisconsin area for several decades.  Relying on consistent performance from Northwestern Mutual gives Dick the ability to provide motivation to clients to looking to secure their financial futures.

 

Justin M Rebman, CLU®, ChFC®, CASL

College Unit Director

Justin M Rebman435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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Justin helps clients with their financial goals through an in-depth needs-based analysis. He follows this up with regular check-ups to help ensure his clients stay on top of their changing needs and to keep them aware of the opportunities and resources available to them.

Justin is a third generation financial professional and grandson of the late Roger H. Rebman who also served as mayor in De Pere, WI.  Justin comes from a family that values the community and is committed to the people in it.  Justin takes great pride in the relationships that he has developed, and is committed to working along with his clients to help them achieve the goals that are most important to them. 

In addition to helping to provide a lifetime of financial security to his clients, Justin serves as the College Unit Director for the Green Bay office, works closely with the internship program and along side college students as well as potential representitives helping them grow personally and professionally with unrivaled overall business experience in the financial services industry.

 

Justin is committed to continuing his edcuation to provide the best of service to his clients.

 

August P Richter, LUTCF

Financial Representative

August P Richter1008 Washington St
Manitowoc, WI 54220
(920) 684-5722

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Augie has been helping clients protect and secure their financial futures for a long time.  Using the Northwestern Mutual to provide risk management, investment options and retriement strategies, Augie has a very busy practice in the area around Manitowoc, Wisconsin.  Augie's passion for his clients well-being shows in the level of service he provides as well as the attention to detail he gives everything he does.

 

Dennis Rooyakkers

Financial Representative

4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8379

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A lifelong resident of the Fox Valley, Dennis has been a Northwestern Mutual representative for decades, bringing world class insurance products and internationally recognized investment services to his clients.  Dennis finds it equally easy to work with individuals or business owners. 

Dennis has found real value for his clients in using the talents of the many Specialists within the Network Office. 

 

Walter Roth

Financial Representative

Walter John Roth5417 Vern Holmes Dr
Suite 2
Stevens Point, WI 54482
(715) 344-3934

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Walter is truly a people person, he enjoys nothing better than meeting new individuals or sitting down with a business owner to discuss how they can take the first steps to a secure financial future.  In his spare time, Walter like to get back to the family farm for a turkey hunt or scout for signs of whitetails.

 

Jay D Rowe

Financial Representative

Jay Rowe4620 N Ballard Rd
Appleton, WI 54913
(920) 739-1155

Jay has been with Northwestern Mutual for 30+ years, serving clients in the Houghton, Michigan area.  An engineer by training, Jay is an analytical individual that knows how to look at all sides of a problem before suggesting a course of action.  Jay's clients like having someone that they can count on who cares for them and is always ready with new ideas.

 

Sheila Marie Ryan

Financial Representative

2003 10th Street                                                                                                                                                                 Suite B                                                                                                                                                                          Menominee, MI 49858
(906) 864-3633

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Sheila is busy working with individuals and business owners.  She is making an impact with clients because of Northwestern Mutual's long standing financial strength and long history of client centered business ethics.

Sheila is eager to meet new people and show them what a realationship with Northwestern Mutual can mean to them.

 

Nicholas A Salm

Senior Financial Representative

Nicholas A Salm4620 N Ballard Rd
Appleton, WI 54913
(920) 739-1155

Nick's background in business management provides him with a unique opportunity to assist businesses with more than risk management.  Nick's background, combined with the accomplishments of his business clients creates "value-added". His commitment is to help businesses he works with be more successful because of his and Northwestern Mutual's services.

 

Nick and his wife Jeanette have raised four children and currently have six grandchildren who are all Northwestern Mutual clients.  Nick's clients, like his family, benefit from the analysis tools, risk management tools and asset accumulation tools offered by the Northwestern Mutual Financial Network.

 

Dale R Sankey

Financial Representative

Suite 2
Stevens Point, WI 54482
(715) 344-3934

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Beginning his career with Northwestern Mutual in 1991, Dale has been devoting himself to serving his clients needs.  With his Business degree from the Universlty of Wisconsin, Stevens Point, Dale truly understands the individual needs that are associated with running a successful business.

 

Barbara Sawyer, CLTC

Financial Representative

Bobbie Sawyer435 S Washington St
Green Bay, WI 54301-4216
(920) 435-7597

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Bobbie works out of the Green Bay District Office and is very involved in assisting her clients with the organizing their financial futures.  Bringing the power of the Northwestern Mutual to her clients is one of the things that Bobbie likes most about being a Financial Representative.

 

Eric P Schatz

Financial Representative

Eric Schatz1401 N 26th St
Suite 212
Escanaba, MI 49829
(906) 233-9448

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If you're in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don't have the same benefits and legal protections automatically granted to married spouses.

Eric understands the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with legal and tax professionals, Eric can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.

Eric is a member of Delta County Area Chamber of Commerce, Gladstone Kiwanis and the Knights of Columbus.

 

 

Warren G Schneider, CLU®, ChFC®, CFP®, CLTC

Wealth Management Advisor

Warren G Schneider4620 N Ballard Rd
Appleton, WI 54913
(920) 739-1155

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In addition to being a Wealth Management Advisor Warren also specializes in estate planning for the Network Office in Appleton, Wisconsin.

Warren has been part of Northwestern Mutual Financial Network since 1977.  When Warren began his career, he took the personal approach with his clients. He continues to take the time to get to know his clients, their goals and their objectives. Through the use of Northwestern Mutual Financial Network's tools and software, Warren will not only help identify your risk tolerance but will also assist you in providing solutions that concur with your risk tolerance.

Warren feels that to make a good decision you must gather the correct information.  He is here to assist you in gathering the right information to make an informed, intelligent decision.   Warren runs his practice by the Golden Rule, offering the type of guidance he would expect if he were in the client role.  As a Wealth Management Advisor, Warren sees his role as being a helpful, honest, and knowledgeable professional assisting his clients in designing their financial futures. He couples his service with the assistance of a caring, dedicated staff.

 

 

Randy B. Scholl, CLTC

Financial Representative

Randall B. Scholl943 W Broadway
Medford, WI 54451
(715) 748-0800

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Having been a businessman for most of his life, Randy appreciates the special needs of business owners.  That is why he has made it his practice to work with business owners to help them protect their businesses while offering solutions from one of the best known leaders in the insurance industry, Northwestern Mutual.

 

Jeremiah Smith

Financial Representative

Jeremiah Joel Smith1204 S Central Ave
Marshfield, WI 54449
(715) 387-1793

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Jeremiah has been involved in the financial services industry for a number of years earning distinctions for excellence and service along the way.  With Northwestern Mutual he has a busy practice helping individuals and business owners make informed decisions about their financial futures.

Jeremiah works regulary out of our office in Marshfield and our District Office in Stevens Point.

 

 

M James Stober, CLTC

Senior Financial Representative

Jim Stober11532 Rays Dr
Presque Isle, WI 54557
(715) 686-7914

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Jim has been representing Northwestern Mutual since 1993.  With a BS from the United States Air Force Academy and an MBA from Southern Illinois University, Jim works to help his clients understand the necessity of starting to put a strategy in place to protect what they have and grow for the future.

 

Robert L Taylor, CLU®, ChFC®

Senior Financial Representative

5417 Vern Holmes Dr
Suite 2
Stevens Point, WI 54482
(715) 344-3934

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Long time Financial Represenative, Bob has had an incredible impact on his client's lives and futures.  Bob has been very active in the management of the District Office in Stevens Point only recently stepping down as he spends more time with family and outside activities.

A strong believer in the Northwestern Mutual system, Bob has mentored many representatives over the years, showing by example how to be an important part of his client's lives.

 

Steven Anthony Taylor

Financial Representative

Steven Anthony Taylor605 George St
De Pere, WI 54115
(920) 366-0700

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Since 1987 Steve has been the go-to guy for his clients when it comes to their financial strategies for risk management and their retirements.  Working with many business leaders in the area and devoting his personal time to many groups, Steve is a role model for agents young and old.

 

Jacob Underwood

Recruiting Field Director

Jacob Underwood435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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Jake works with individuals who are looking at a career in the financial services industry.  Part of his practice involves exposing others to the opportunities available in a career with Northwestern Mutual.  Jake then works with new recruits in a mentorship capacity, providing excellerated learning through joint work opportunities.

 

Melissa Werner, RHU®

Employee Benefit Specialist
melissa.werner@nmfn.com

representative photo2500 E Enterprise Ave Unit D
Appleton, WI 54913
(920) 882-8361

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Melissa is the Employee Benefit Specialist for the agency.

Joining the Appleton Strategic Employee Benefits Services office in 1998, Melissa rapidly progressed from a customer service role to her current position of Employee Benefit Specialist. Relying on her excellent communication skills, Melissa has the resolve and knowledge to follow through on the most complex issues one-on-one or conducting employee meetings.

Originally from Shawano, and a graduate of the University of Wisconsin - Stevens Point with a B.A. in Business Administration, Melissa earned the Registered Health Underwriter (RHU) designation in 2002.

 

James C Woelfel

Financial Representative

4620 N Ballard Rd
Appleton, WI 54913
(920) 882-8371

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Before coming to Northwestern Mutual, Jim had run a successful trucking business for a number of years.  Desiring a better balance between work and his growing family, A long time policy holder, Jim decided to expand his entreprenureal opportunities with Northwester Mutual.

Jim is very glad he has chosen a career that can give him the best of both worlds, a way to be successful in business and quality time with his young family.

 

John Woerfel

Financial Representative

John Woerfel435 S Washington St
Green Bay, WI 54301
(920) 435-7597

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Originally from Door County, Wisconsin, John works out of our Green Bay office serving clients all over the state.  John likes to work with business owners, providing insight and guidance on how to protect their businesses and their families in the process.

Having worked in his family's business, John knows that sometimes business owners are so busy focusing on their business they might miss an important opportunity.   He likes being that second set of eyes for his clients.

 

Ingrid Wynveen, CLU®

Financial Representative

Ingrid Wynveen4620 N Ballard Rd
Appleton, WI 54913
(920) 739-1155

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A long time member of the Northwestern Mutual Financial Network, Ingrid has an extensive background in the financial services industry.  Ingrid's work with her clients involves creating financial strategies for individuals, families and businesses.