Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Director Of Operations

  • May 2018 - Present



Mutual Financial Group

• Brookfield, WI

• President

  • Mar 2014 - Feb 2018

  Mutual Financial Group provides investment services, insurance, and wealth management to the clients of Bank Mutual and local communities throughout Wisconsin and Minnesota. Mutual Financial Group provides investment services, insurance, and wealth management to the clients of Bank Mutual and local communities throughout Wisconsin and Minnesota.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Director Agency Development

  • Sep 2002 - Mar 2014

  Lead team responsible for transition strategy and execution of Northwestern Mutual sales offices nationwide. Lead team responsible for transition strategy and execution of Northwestern Mutual sales offices nationwide.



Northwestern Mutual Life

• Director

  • 1990 - 2009



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Director Business Development - Investment Products & Services

  • 1997 - 2002

  Responsible for the growth and expansion of Northwestern Mutual's investment product sales, development of the Investment Specialist Program and Network Office investment program strategy.

• Life Insurance and Disability Insurance Consultant

  • 1990 - 1997

  Provided competition and product sales support to Northwestern Mutual field force.

• Financial Representative

  • 1988 - 1990

  Specialized in personal finanicial planning for clients in the southeastern WI area