My Team
Mark has been with Northwestern Mutual for over 27 years working with clients to establish prudent and effective financial strategies. By preparing a customized analysis for you, Mark and his team will create a financial plan designed to optimize your resources in line with your most important financial objectives. We integrate insurance and investment strategies to prepare for the expected and unexpected. Our comprehensive approach addresses multiple areas of concern such as retirement planning, multi-generational wealth transfer strategies, estate planning, and strategies to help minimize tax liabilities.
Joseph Schulz, CFA®
Joe is our Director of Wealth Management Services and holds a Chartered Financial Analyst designation. He joined our office in April of 2021 and is responsible for fund research, individual holding selection, portfolio construction, and the proactive tactical asset movement of our investment portfolios. Joe is available to speak to clients to answer questions regarding their investment accounts and to share insight into our management process.
Kyle LaRocca
Kyle is our Director of Investment Services. Kyle joined our team in February of 2020. Kyle's primary responsibilities include investment service, coordinating investment transactions, establishing investment accounts, and portfolio management. He also works to assist with fund research, market/data analysis, and the development of our investment portfolios.
Jae Allison
Jae is our Director of Client Relations and Marketing. She joined our office in August of 2021. Jae’s responsibilities include insurance underwriting, billing, client servicing, and social media management. Her role is to further improve our level of communication and service and provide additional support to our planning department.
