Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
As a 14-year veteran, Sherri Peek can answer any questions clients have on service issues.
My marketing assistant, Megan Thomason, takes care of my calendar and business development.
As representatives of Northwestern Mutual, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with Northwestern Mutualin order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.