Associates

Our financial representatives are the face of our organization. They not only represent the Northwestern Mutual, 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.

 
 Chad Esslinger

Chad Esslinger, CFP®, CLU®, ChFC®, RICP®, CLTC®

Financial Advisor
chad.esslinger@nm.com

My Networks: LinkedIn Facebook

Chad was born and raised in Clearwater, KS.  He graduated from Kansas State University in 2005 with a Bachelor’s degree in Finance.

Chad started his career with Mass Mutual in 2007.  He was named Rising Leader his 1stand 3rdyear and in 2009 was a leader conference qualifier.  In 2011, he led the local agency with 91 lives and was the #1 4thyear advisor in the entire company.

In 2011, Chad made the decision to move companies and began his career with Northwestern Mutual.  Within his first 6 months he achieved Pacesetter 40 and set a new agency record with 73.5 lives.  In addition to his practice, Chad maintains a leadership role as a Field Director for the Leawood Office, mentoring new financial representatives. Chad has obtained his Chartered Life Underwriter (CLU) designation.

He is married to Kelly and they have one daughter named Lola.  Chad is a big K-State fan and enjoys playing golf, running, working out, traveling and eating at local establishments.

 
 Katie Dawn Messer

Katie Dawn Messer, CLU®, ChFC®

Financial Advisor
katie.messer@nm.com

My Networks: LinkedIn

 Katie grew up in the Kansas City area and was an outstanding distance runner. She attended college at the University of Southern Florida on a track scholarship and earned her degree in mass communications and public relations in 2000. She started with Northwestern Mutual through an internship during her senior year of college and has been a full-time Financial Representative since 2000.

Katie earned the New Rep of the Year Award as the leading 1st year producer. Her sales rank her among the Top 10 female representatives in the country. Katie has obtained the Chartered Life Underwriter (CLU®) and the Chartered Financial Consultant (ChFC® ) designations.
 
In 2008 Katie became the Client Relations Coordinator for RPS Financial Group.
 
She is married to Brian, and they have two daughters named Reese and Hayden. Katie has completed many marathons and continues to compete in many local races.

 
 Ryan T George

Ryan T George, CFP®, CLU®

Financial Advisor
ryan.george@nm.com

Ryan graduated from Northwest Missouri State University in 2000. While earning a B.S. in economics and management, he played for the 1998 and 1999 Division II National Champions football team. He started with Northwestern Mutual Financial Network through an internship in the summer of 2000. He then began as a full-time Financial Representative later that same year.

Ryan has received many industry awards, including being the recipient of the National Quality Award (NAIFA) multiple times. He was ranked #3 in 2005-2006 for College Unit Director, and finished #8 for the Mike Gish Award for 2001-2002. This is a company award that tracks full-time representatives in their first year after their internship. Ryan has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Chartered Life Underwriter (CLU®) designation.
 
Ryan has served four years on the Special Neighbors, Inc. Board, one year as President and as Treasurer. He also has a little brother from the Big Brothers & Big Sisters of KC. Ryan currently serves as Vice-President for Heart of America Chapter of NAIFA. Ryan and his spouse Suzie currently reside north of the river and in his free time he enjoys playing golf.

 
 Tracy B VanDyke

Tracy B VanDyke, CFP®, CLU®, ChFC®, CASL®, RICP®

Financial Advisor
tracy.vandyke@nm.com

My Networks: LinkedIn Facebook Twitter

Tracy graduated from Peru State University with a degree in accounting. She began her career with Northwestern Mutual Financial Network in 1994 after being introduced to the industry by her father, who was a Representative with Northwestern Mutual. Tracy had a strong desire to have her own business and make a difference in people’s lives.

Tracy has earned the Pacesetter 1st 40 Award and went on to achieve her Bronze, Silver and Gold awards. She has been a consistent Million Dollar Round Table (MDRT) Qualifier. Tracy has obtained the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), the Chartered Advisor for Senior Living (CASL) designations and Certified Financial Planner™ (CFP®)  certification.
 
Today she has a very strong, diversified practice of insurance and investment products, and is one of the Investment Specialists in The RPS Financial Group.
 
Tracy and her husband Doug have two boys, Quinn and Drew. Doug is a part of Tracy’s practice as an Associate Financial Representative.

 
 Timothy A Moyer

Timothy A Moyer

Financial Advisor
tim.moyer@nm.com

My Networks: LinkedIn

Tim has been an active member of the financial planning community for over 30 years.  When he joined Northwestern Mutual in 1984, Tim knew he had discovered a career where his desire to help others and his personal goal of building his own business were perfectly matched. Tim’s focus on assisting his clients strategically plan for wealth accumulation, protection and distribution have placed him in the top of his field.  Tim believes professional and personal development are essential to his success and is an active member of the Financial Planners Association of Greater Kansas City, Toastmasters International, as well as entrepreneurial coaching programs. Outside of work, Tim’s true joy is spending time with his wife, Cathy, and their son, Nick.  Their two grown daughters, Ashley and Sarah, now have families of their own but they and their families can be seen at the Moyer’s dining room table most Sunday nights for dinner. Tim is also an avid reader of non-fiction and enjoys spending time outside running, boating and attending Royals’ baseball games.

 

 Qualifications & Recognitions

Certified Financial Planner (CFP)

Retirement Income Certified Professional (RICP)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Certified Long Term Care (CLTC)

Chartered Life Underwriter (CLU)

Northwestern Mutual Forum Member, 2012-2015

Million Dollar Roundtable, Qualifying Member, 1990-1992, 1995-1996, 1998-2000, 2013, 2014, 2015

National Association of Insurance and Financial Advisors Quality Award, 2011-2013

National Quality Award, 1986, 1988-994, 1996-2010

 
 Thomas G Lipscomb III

Thomas G Lipscomb III

Financial Representative
tom.lipscomb@nm.com

Tom Lipscomb has been a financial representative since 1985. Tom has received the Chartered Life Underwriter (CLU® ) designation. The CLU®  designation is the professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Tom Lipscomb, as well as field managers, home office personnel and others involved in providing life insurance products to the public, the CLU®  designation is the common bond for continuing growth and commitment to professionalism.

Tom Lipscomb is active is his community, recently supporting the KU Marching Band Initiative and when the KU Endowment asked Tom Lipscomb why he support the organization, Tom Lipscomb replyed:  My first sense of community as a KU freshman was in the marching band. I want others to experience the thrill of being a part pf something extraordinary."

 
 Blake A. Martin

Blake A. Martin, MBA

Financial Representative
blake.martin@nm.com

My Networks: LinkedIn

Blake began his career with Northwestern Mutual in October 2007. He received his undergraduate degree in psychology from the University of Missouri-Kansas City and received his post-graduate Master’s degree in Business/Finance from Baker University.

He is currently operating his practice as a two-person team alongside his Associate FR/Director of Client Relations, Megan. He specializes in working with affluent, high-net worth individuals, including dentists, physicians, small medical practices, hospitals, 100+ employee companies in Kansas, Missouri and Texas and the surrounding region, on personal and business financial planning.

A few notable achievements include (but are not limited to): qualifying for Northwestern Mutual FORUM, Lives Leaders Summit, Million Dollar Round Table and qualifying as a Top 100 Northwestern Mutual producer.

Blake is also a High Performance Sales Coach and Emotional Intelligence Coach.

When Blake is not hard at work, he enjoys spending his time practicing yoga, running, coaching and focusing on continuous personal improvement.

Blake is happily married to his beautiful bride, Dr. Courtnee Martin and is the proud father of their baby boy, Greyson.

 
 Bryan Buckley

Bryan Buckley, CFP®

Financial Advisor
bryan.buckley@nm.com

My Networks: LinkedIn Facebook

 

Bryan earned a two year degree with Dodge City Community College while playing baseball on a scholarship. He then went on to earn a business administration degree from Kansas University. He began his career with Northwestern Mutual Financial Network in 2001 after being introduced to the company by a retired General Agent with Mutual of New York.
 
Bryan focuses his business on comprehensive financial planning to include, asset and income protection; education funding; retirement solutions; and investment/advisory services.
 
Bryan has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
 
He and his wife Kathryn are members of Westside Family Church where they teach 2nd grade Sunday school. Bryan enjoys golfing, traveling and spending time with family and friends.

 
 Matt Melton

Matt Melton, CPA, CLTC®, RICP®

Financial Advisor
matt.melton@nm.com

My Networks: LinkedIn Facebook

Matt is a graduate of University of Kansas where he earned his B.S. in accounting and business administration.  He began his career with Northwestern Mutual in 1998 as the director of Investment Services.  Prior to joining Northwestern Mutual, Matt was a CPA in a local consulting and auditing firm, practicing in the area of tax, estate planning, and business valuations.

Matt has been consistent Million Dollar round Table (MDRT) Qualifier and recognized member of the Northwestern Mutual MVP.  Matt also was a recipient of the John J. Foster award.  In 2010, he qualified for the Northwestern Mutual Forum.

Today, he has a comprehensive wealth management practice, focusing on wealth accumulation and retirement planning for families.  For businesses, Matt and his team of specialists provide solutions in the area executive and employee benefits.

Matt is involved in various charities and organizations, including University of Kansas Alumni Association, Kansas City Estate Planning Symposium, the Golf Club Investment Club, and he is also a member of Hallbrook Country Club of Leawood, Kansas.  

 
 John K Goodwin

John K Goodwin, CAP®, CLU®

Financial Advisor
john.goodwin@nm.com

My Networks: LinkedIn Facebook

John graduated Magna Cum Laude from Princeton University with a Bachelor of Arts in biochemistry and economics. He began his career with Northwestern Mutual Financial Network in 2001 due to the encouragement of longtime Northwestern Mutual Financial Representative, Fred Goodwin.

Prior to Northwestern Mutual, John worked for a Financial Services Internet Firm and an Employment Database Firm. He focuses his business on a comprehensive fee-based planning process which includes estate and business planning, with the overall goal being to raise client’s level of financial security and help them reach financial independence. “Financial Security” means bringing clients a feeling of confidence that they will realize their financial goals through the actions they are taking today; actions that are based upon a holistic planning process integrating both insurance and investments. John holds licenses from several states including Series 6, 7, 63, and 65. He is also a past president of Financial Rep Association Board of Northwestern Mutual.

John resides in Mission Hills with his wife Kristin and children Sara, Johnny, and Catherine. In his free time, he enjoys playing tennis, running, and spending time with his family. He is a member of the Kansas City Country Club and the YMCA and Elite Squad Tennis. John is actively involved in his community: he serves as a Board Member of the Grace United Ministries Board (an inner city ministry), Past Chair of the Advisory Board of The Salvation Army-Kansas City, and Society of Fellows member of the Nelson-Atkins Museum of Art.

 
 John A Black

John A Black, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor
john.black@nm.com

My Networks: LinkedIn Facebook

John is originally from the small farming town of Slater, MO (pop. 1,850 and home of former NBA player Joe Kleine and actor Steve McQueen).  He received a degree in Economics from Boston College and also met his wife there.  John began his career with another financial services firm and joined Northwestern Mutual in July of 1994.

John has qualified for the NM Forum in 2010, NMIS MVP in 2006-2008, MDRT in 1999 and 2001-2007, National Quality Award in 2000-2006 and 2008-2010, and is advisors in NM’s Fee-Based Financial Planning Program.  He is a member of the Financial Planning Association (FPA®) and the National Association of Insurance and Financial Advisors (NAIFA).

He is married to Susan and they have two daughters, Nelle and Isabella.  When not working, his hobbies include coaching youth sports, spending time with family, travel, cooking, food & wine, sports and fishing.  John and his family are parishioners at the Church of the Nativity and are members of Blue Hills Country Club.

John has been named: John has qualified for the NM Forum, NMIS MVP, MDRT, National Quality Award and is a advisor in NM’s Fee-Based Financial Planning Program.  He is a member of the Financial Planning Association (FPA®) and the National Association of Insurance and Financial Advisors (NAIFA).  When not working, his hobbies include: spending time with family, travel, cooking, food & wine, sports and fishing.   

 
 Kacy Brooke Seitz

Kacy Brooke Seitz

Financial Representative
kacy.seitz@nm.com

My Networks: LinkedIn Twitter

Kacy is a career changer and is just over 6-months into owning her financial services practice with Northwestern Mutual. Prior to this, she had a successful 12-year marketing management career…with the last five of those years in the financial services industry.

Kacy is married to Dan, a full time stay at home dad and former competitive flair bartender. They have two children. Their daughter, Hudsyn (3.5 years old) has special needs due to a birth injury Their son, Damek, was born 12-12-12 at 12:12pm. Together the family enjoys spending time outdoors walking, running or catching the latest Sporting KC game. A former college athlete at Washburn University, Kacy also enjoys healthy competition and a deep passion for helping others. With this career switch and her personal experience as a parent, she plans to focus on primarily helping special needs families with their long term financial security.

 
 Thane D Bernbeck

Thane D Bernbeck, CFP®, CLU®

Financial Advisor
thane.bernbeck@nm.com

My Networks: LinkedIn Twitter

Thane attended Kansas State University where he played football and graduated with a Bachelor’s degree in business administration and financial services. He started with Northwestern Mutual in 2001 through an internship program. He has been a full time Financial Representative since 2002.

Thane focuses his business on financial planning to include, asset and income protection; education funding; retirement solutions; and investment/advisory services.
 
He was awarded Intern of the Year in 2001 and new Financial Representative of the Year in 2005.
 
Thane is married to Tara and they have twin boys Creighton and Skyler. In his free time he enjoys camping and attending local sporting events.

 
 Jeb Beckley

Jeb Beckley, CLU®, ChFC®, RICP®

Financial Advisor
jeb.beckley@nm.com

My Networks: LinkedIn Facebook

Jeb is a graduate from Ohio State University where he earned his B.S.B.A. He began his career with Northwestern Mutual Financial Network in 1994 after being recruited by Financial Representative, Dan Ertz.

 
Jeb is a Million Dollar Round Table (MDRT) Member since 1997 and has also been the recipient of the National Sales Achievement Award. He has obtained the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations.
 
He and his wife Robyn have two children Leighton and Alec. In Jeb’s free time he enjoys running, mountain biking and spending time with his family.

 
 Sean K Miller

Sean K Miller, CLU®, ChFC®, CFP®

Financial Representative
sean.miller@nm.com

My Networks: LinkedIn

Sean joined Northwestern Mutual in 1994 after graduating from Wichita State University with his Bachelor’s degree in Liberal Arts. Prior to Wichita State, Sean earned an Associate’s Degree from Seward County Community College while playing baseball on a scholarship. Sean was introduced to Northwestern Mutual through a family member and former Northwestern Mutual representative. Throughout his life, Sean has had a strong desire to run his own business and always wanted to make a significant difference in people’s lives.

 Sean has a diverse practice of insurance and investments including asset and income protection, education funding, retirement solutions, investment/advisory services, and delivering comprehensive financial plans.

 Sean achieved his Bronze (1995), Silver (1996) and Gold (1997) Awards, Life Impact Award (2001-2009, 2011), National Quality Award (2001-2010), Rookie of the Year (1996) and New Client Leader (2001).

 After several years of leadership roles, Sean was appointed as Managing Director of RPS Financial Group, Inc. Wichita, in May of 2009. Under his leadership, the office has achieved numerous Company awards including three consecutive years of Growth Awards, the OARS (Outstanding Achievement in Recruiting and Sales) Award (2011), and their internship program was ranked number nine in the company nationwide in 2012.

 Sean is a member of the National Association of Insurance and Financial Advisors (NAIFA), the General Agents and Managers Association (GAMA), and the Million Dollar Round Table (MDRT) (2002, 2005-2013).

 Sean and his wife, Amy, have two children, Peyton and Caroline. Sean enjoys golfing, skiing, traveling, and spending time with his family and friends.

Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and going certification requirements.

 
 Joe B Jones

Joe B Jones

Financial Representative
joe.jones@nm.com

Joe joined Northwestern Mutual as a Financial Representative in 1986 after completing his B.S. degree from Baker University. As Joe's career progressed he began specializing in the design, funding and administration of non-qualified plans for corporations.

Joe has been a guest speaker for numerous organizations including the Securities Institute Association, Robert W. Baird, University of Kansas School of Law, UMKC Law School and various regional financial service organizations. He is also a Managing Director with Northwestern Mutual and RPS Financial Group in our Lawrence, KS office.

Joe is a member of the Association of Advanced Life Underwriters, the Society of Financial Service Professionals, and Life Member (2010, 2013, 2015) of the Million Dollar Round Table (MDRT). He has also served on the Board of Directors for the Lawrence Country Club, Bishop Seabury School, and Capital City Bank.

Joe is married to Nancy, who is also a Financial Representative for RPS Financial Group. They have three children, Nicole, Abby and Cody. Joe and Nancy support St. John's Catholic Church and School and Corpus Christi Catholic Church and School by giving of their time, talent, and treasures. They also help to support the Lawrence School Foundation, Big Brothers and Sisters, Boy Scouts of America, Hanna's House, and several youth sports teams in the Lawrence community.
 

 
 Warren Wendall Rogers III

Warren Wendall Rogers III

Financial Representative
warren.rogers@nm.com

My Networks: LinkedIn Facebook

 
 Ethan Richard Cordray

Ethan Richard Cordray

Financial Representative
ethan.r.cordray@nm.com

My Networks: LinkedIn

Ethan Cordray graduated in December 2014 from Pitt State with a Bachelors in Exercise Science.  He was the Team Captain of the basketball team and received the Directors Association Academic Achievement Award from the NCAA.  Ethan is a Group Leader for the Boys and Girls Club of America, volunteers for Make A Wish Foundation and Big Brothers Big Sisters.  In January 2015, he started as a College Financial Representative with Northwestern Mutual in Leawood, KS.  Ethan achieved Power of 10 and converted full-time in May 2015.  In November of 2015, Ethan achieved Platinum P40 and is currently a College Unit Captain for the Leawood Office.

 
 James V King

James V King, CLU®, ChFC®, CASL®, RICP®, CFP®

Financial Advisor
jim.king@nm.com

My Networks: LinkedIn

Jim graduated from Cornell University in 1987 with a degree in business management and applied economics. He began his career with Northwestern Mutual in 1996 after being introduced to the company by an outside agent.

Jim’s areas of specialty include business and retirement planning, life and disability insurance, as well as long term care.
 
He is the recipient of the National Quality Award (NQA), the National Sales Achievement Award (NSAA), a Qualifying Member of the Million Dollar Round Table (MDRT), and the Winner’s Circle Award. Jim is a Chartered Life Underwriter (CLU® ), a Chartered Financial Consultant (ChFC® ), and a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional.
 
Jim is currently serving as membership chair for KCAIFA. In his free time he enjoys playing rugby and hunting. He played rugby for the Kansas City Blues for almost 20 years and represented Team America at the 2001 World Rugby Classic in Bermuda.

 

 
 Aaron Matthew Stark

Aaron Matthew Stark

Financial Representative
aaron.stark@nm.com

My Networks: LinkedIn

 
 Aaron T Tanner

Aaron T Tanner

Managing Director
aaron.tanner@nm.com

Aaron attended Kansas University and Missouri State University and earned a Bachelor’s degree in Science in Computer Information Systems with a minor in Finance. In February 2004, he joined Northwestern as a Financial Representative, where he quickly took his first step towards leadership by becoming a College Unit Director in April of 2006. He became a Field Director in March of 2008 and later, a Managing Director of a scratch District Office in Springfield, Missouri in July of 2008. With the success and growth of the district, Aaron was promoted to Chief Development Officer. Most recently, Aaron was appointed the Managing Director of the Kansas City, Missouri District Office.

Aaron has achieved Bronze, Silver, Gold, and Platinum awards and has produced 100 plus lives. In 2011, he achieved the OARS Award and has received the DNO Growth Award 2009 through 2012. In his personal practice Aaron uses a planning platform and primarily specializes in physician and small business owner markets.

He is married to Lindsay and they have 2 children.

 
 Alex Malcolm Swainsbury

Alex Malcolm Swainsbury

Managing Director
alex.m.swainsbury@nm.com

My Networks: LinkedIn

Alex grew up in Kent, England before moving to the United States in 2007 to study Finance and Economics at Oklahoma City University. He was invited to join OCU's National Championship winning golf team after having reached the Final Qualifying Stages of The OPEN Championship the year before.  Though no longer competing, Alex continues to remain an avid golf fan and now enjoys playing with clients and friends.

As a full time college student, Alex started his Northwestern Mutual career in July, 2009.  Upon graduation from OCU in December, 2011, Alex and wife, Krista, moved to Tulsa, Oklahoma to continue building his personal practice on a full time basis.  He specializes in working with successful physicians, dentists, attorneys and business owners.  His greatest professional successes can be measured by the impact he has had and continues to have on his clients' lives and financial future.

Throughout his career, Alex has strived to set the standard for excellence.  As Northwestern Mutual's #1 College Financial Representative for 2 consecutive years, Alex also earned recognition as Top 10, Lives Leader, Power of 10, Target 20 and Impact 40 award winner.  Alex's full time career awards include Pacesetter 1st 40 and 2nd 60, Gold, Silver & Bronze-Top 50, Achievement Award and 100 Lives Club and Life Impact every year.  Alex continues to add to his Best Year Ever achievement each year.  

Alex's passion for continuing education and professional development has lead him to seek additional industry credentials and leadership responsibilities.  Alex holds his FINRA Series 6, 63 registrations and his Series 26 FINRA Supervisory license. 

In June, 2015 Alex was appointed as Managing Director of the Northwestern Mutual - Wichita office in Wichita, KS.  Alex, Krista and daughter, Victoria, now call Wichita home.  He and Krista are excited to share their time and talents to see the Wichita office grow under Alex's leadership. 

Alex enjoys spending as much time as possible with family, running, watching & playing golf and reading.

 
 Alex Thomas Paulson

Alex Thomas Paulson

Financial Representative
alex.paulson@nm.com

 
 Allin L Phister

Allin L Phister

Financial Representative
allin.phister@nm.com

 
 Amy Stiner

Amy Stiner, MBA

Financial Representative
amy.stiner@nm.com

My Networks: LinkedIn Facebook

 
 Andrew J Watters

Andrew J Watters

Financial Representative
andrew.watters@nm.com

Andrew started his career with the Northwestern Mutual in August of 2008 as a College Financial Representative.  After graduating from the University of Northern Iowa with a Bachelor’s Degree in Economics, he and his wife, Amanda, moved to Kansas City to join the RPS Financial Group.  It was here, Andrew converted to a full-time Financial Representative in July of 2009. 

 

Andrew and Amanda have 3 young children.  A daughter named Stella and two sons named Theo and Alfie.   They live in Brookside and enjoy traveling to foreign places and learning about the various cultures the world has to offer.

Andrew has a true passion not only for the Northwestern Mutual, but also helping his clients create and live abundant lifestyles for themselves and their families.

 
 Ashton David Glaser

Ashton David Glaser

Financial Representative
ashton.glaser@nm.com

My Networks: LinkedIn Facebook

Born and raised in Springdale, Arkansas, Ashton traveled to Columbia, Missouri to play Quarterback for the University of Missouri. He graduated high school a semester early in order to be able to compete in spring practice against former 1st round NFL draft pick Blaine Gabbert. After three great seasons with the Tigers, Ashton was offered the opportunity to transfer to Missouri State University in Springfield, MO. He went on to be the starter his last two seasons of his football career where he became an All-Conference stand out for Missouri Valley. Alongside his accomplishments on the field, Ashton graduated with a degree in Hospitality and Restaurant management with a minor in both business-finance and business-management.

On the day of Ashton’s graduation he proposed to his, now wife, Janet. They met shortly after Ashton moved to Springfield and they credit God for guiding the path to transfer from Mizzou to Missouri State. After getting married in June of 2015, Ashton and Janet are expecting their first child in January of 2018.

 
 Benjamin M Mohnkern

Benjamin M Mohnkern

Financial Representative
ben.mohnkern@nm.com

 
 Benjamin Moehle

Benjamin Moehle

Financial Representative
benjamin.moehle@nm.com

 
 Blake A Schlarb

Blake A Schlarb

Financial Representative
blake.schlarb@nm.com

My Networks: LinkedIn

 
 Blake J. Robbins

Blake J. Robbins

Financial Representative
blake.robbins@nm.com

My Networks: LinkedIn Facebook

 
 Brent Paul Ussary

Brent Paul Ussary

Financial Representative
brent.ussary@nm.com

My Networks: LinkedIn Facebook

Brent grew up on a farm in Agency, MO. He attended Northwest Missouri State University while studying International Business. Brent travelled abroad and studied European Studies, Innovations, and Sustainable Development from three Universities throughout Europe. After completion of undergrad studies, Brent completed his MBA in April 2011.

After joining Northwestern Mutual in June of 2011 and completion of P10, Brent went full-time in September of 2011.

Brent has received a number of awards throughout his career as a Financial Representative, including the Runner-Up Rookie of the Year within his Agency, Team Gold Premium Leader for Southern Summer Contest, Life Impact Award, Team Gold Top 10 in the South—Silver Award, and qualification as a 2014 member of the Million Dollar Round Table (The Premier Association of Financial Professionals).

Brent looks forward to growing his team into the future with Northwestern Mutual. His team consists of himself and AFR, Tara Bries. In his free time he enjoys the outdoors, boating, and travel.

 
 Brian D Ismert

Brian D Ismert, CFP®, CLTC®, CLU®, ChFC®, RICP®

Financial Advisor
brian.ismert@nm.com

My Networks: LinkedIn

Brian graduated from Kansas State University in 2000 where he ran track for the Wildcats. Upon graduation, he went straight to work with Northwestern Mutual.  Brian is married to Laura and they have 3 kids, Rylee (10), Camden (8), and Natalie (5).  Brian enjoys golf, running, and coaching his kids in their various sports and activities.

 
 Brian M Lester

Brian M Lester, CLU®

Financial Representative
brian.lester@nm.com

My Networks: LinkedIn

 
 Brock P. Shaffer

Brock P. Shaffer

Financial Representative
brock.shaffer@nm.com

 
 Casey L Jensen

Casey L Jensen, RICP®

Financial Representative
casey.jensen@nm.com

My Networks: LinkedIn

 
 Christian Blaine Smith

Christian Blaine Smith

Financial Representative
christian.b.smith@nm.com

My Networks: LinkedIn

 
 Christian Clay Kirk

Christian Clay Kirk

Financial Representative
christian.kirk@nm.com

My Networks: LinkedIn Facebook

 
 Christy Rena Anderson

Christy Rena Anderson

Financial Representative
christy.anderson@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Chuck D Driskell Jr

Chuck D Driskell Jr

Financial Representative
chuck.driskell@nm.com

My Networks: LinkedIn

 
 Chuck H Dow

Chuck H Dow, CLTC®

Financial Representative
chuck.dow@nm.com

My Networks: LinkedIn Facebook

 
 Clint Stull

Clint Stull, CLTC®

Financial Representative
clint.stull@nm.com

My Networks: LinkedIn

Clint is a graduate of William Jewell College.  At Jewell, he was a member of the Kappa Alpha Order Fraternity and a scholar athlete on the Men’s Varsity Tennis Team.

 Before working at Northwestern Mutual, Clint spent time with the Kansas City Brigade and Kansas City Royals in their front office in various roles. Clint was also a part of the 2 year internship program with Northwestern Mutual where he twice achieved Power of 10 and Winter Camp qualifications. In 2008, he was offered a full-time contract and went on to achieve Pacesetter 40 and Second 60 awards which led to an invitation to Fastrack Academy. He has finished 3 times in the Top 100 in the company for New Clients and led the RPS Financial Group Network Office in 2010. Clint has also been a Top 50 Bronze, Gold, and Platinum Company Achiever for the Southern Region years.

Clint enjoys staying active at Life Church in Olathe, participating in various sporting activities, and traveling the states with his wife Danica. He is the proud father of a one-year-old boy named Jasper.

 
 Curtis B Stilley Jr

Curtis B Stilley Jr

Financial Advisor
curtis.stilley@nm.com

With a Bachelor of Science degree from the University of Kansas, Curt had co-owned a retail business for 3 years before joining Northwestern Mutual as a Financial Representative in 1979.

Curt keeps a general business practice with a focus on Small Business owners and Executive Benefits. His practice has evolved also to include Investment Planning. He is a member of the Life Underwriters and past member of MDRT.

Curt is married to Babs and has 3 children, Kate, Betsy and Joe. His daughter, Betsy, is an Associate with Northwestern Mutual in the Leawood office.

 
 Dale J Peterson

Dale J Peterson

Financial Representative
dale.peterson@nm.com

 
 Dallas Camron Walker

Dallas Camron Walker

Financial Representative
dallas.walker@nm.com

My Networks: LinkedIn Facebook

 
 Darin A. Buford

Darin A. Buford

Financial Representative
darin.buford@nm.com

My Networks: LinkedIn Facebook

 
 Donald Andrew Doherty

Donald Andrew Doherty, CLTC®

Financial Representative
don.doherty@nm.com

My Networks: LinkedIn Facebook Twitter

 
 Donald F Rothwell Jr

Donald F Rothwell Jr, LUTCF

Financial Representative
fred.rothwell@nm.com

My Networks: LinkedIn

 
 Edward James Gipson

Edward James Gipson, MBA, CFP®

Financial Representative
edward.gipson@nm.com

My Networks: LinkedIn

 
 Glenn E Fisher

Glenn E Fisher, CLTC®

Financial Representative
gene.fisher@nm.com

My Networks: LinkedIn

 
 Harrison Lambert

Harrison Lambert

Financial Representative
harrison.lambert@nm.com

My Networks: LinkedIn

 
 J. William Schutzman

J. William Schutzman

Financial Representative
joseph.w.schutzman@nm.com

My Networks: LinkedIn

 
 Jacob Freeman Jones

Jacob Freeman Jones

Financial Representative
jake.f.jones@nm.com

My Networks: LinkedIn Facebook

Jake attended Missouri Western where he graduated with a degee in Fianace and Accounting. Jake was a Four Year starter on the Missouri Western Men's Basketball Team. He began his career as a financial advisor with RPS Fianacial Group in 2014.

Backed by the strength of Northwestern Mutual, Jake's team provides you with a balenced approach to achiveing your goal of fianacial security, assuring that your intentions have been understood and your needs are being addressed. When it comes to implementing solutions, the full capibilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services. 

 
 James H Porter

James H Porter

Financial Representative
james.h.porter@nm.com

 
 James M Coopersmith

James M Coopersmith

Financial Representative
jim.coopersmith@nm.com

 Jim was born in Mount Vernon, NY.   He graduated in 1962 from the United States Naval Academy, Annapolis, MD. He served on active duty with Naval Aircraft Squadrons on both the Atlantic and Pacific coasts. After leaving active duty in 1968 and affiliating with the Naval Air Reserves, enjoyed promotions and commands, retiring as a Captain in 1985.

Jim spent 28 years flying for TWA and retired in March of 1995. During this period of service, Jim flew as a pilot, instructed at the TWA training centers and represented the Airline Pilots Association in the areas of insurance and retirement matters.
 
Coinciding with the above activities, Jim formed an insurance business which he has headed up for 35 years working with successful business owners as well as professionals in the maximization of their net worth. He is licensed in 17 states for the placement of insurance and equity products. His industry recognitions include the National Quality Award, Health Insurance Quality Award, National Sales Achievement Award, Life Member of the Million Dollar Round Table and consistent member of the Court of the Table.   Professional and personal affiliations include Business Executives for National Security, TEC Advisory Group and the Association for Retarded Citizens.
 
Organizations I support include Special Olympics, United States Naval Academy Foundation, St. Agnes Church, Bishop Miege School, The Jewish Community Center of Greater Kansas City, Children’s Center for the Visually Impaired, ALS, International Rett Syndrome Foundation and Easter Seals.       
 
Jim and his wife, Toni, have been married 45 years this year. They have five grown children and one grandson named Charlie.

 
 Jared C Peters

Jared C Peters

Financial Representative
jared.peters@nm.com

My Networks: LinkedIn

 
 Jared Taylor Wirsig

Jared Taylor Wirsig

Managing Director
jared.wirsig@nm.com

My Networks: LinkedIn Facebook

Jared Wirsig began his career with Northwestern Mutual in July of 2003. In October of 2013, Jared was named the Managing Director of a new District Network Office in Lee’s Summit, Missouri. Prior to being named Managing Director, Jared served as the Recruiting Field Director in the downtown Kansas City office for 5 years. The majority of his time in that role was spent recruiting, training and developing new and established representatives, as well as maintaining a strong personal practice that works primarily with business owners and physicians. He finished the 2012 Agent year as the #1 Field Director in his category.

Before his time as Recruiting Field Director, Jared served as a College Unit Director for Northwestern Mutual’s Nationally Ranked Top 10 Internship. In addition to his Field Director and College Unit Director awards, he has received many industry awards, including National Quality Award (NQA) 2007-2012, the Life Impact award, and Lives Leader Summit.

Jared is originally from Deepwater, Missouri. He later moved to Springfield, where he graduated from Missouri State University with a Bachelor’s degree in Finance in 2003. Jared enjoys spending time outdoors with his family and coaching his son’s competitive baseball team. He is very involved with numerous organizations, including Ozanam Home, the Ozanam Guild, Ronald McDonald House, Fellowship of Christian Athletes, and the Special Olympics. Jared is a part of the Legacy for Parks Foundation and the Lee’s Summit Chamber of Commerce. He currently resides in Lee’s Summit, Missouri with his wife Amy, his daughters Macey and Lily, and their son Jackson.

 
 Jeffrey A Imlay

Jeffrey A Imlay

Long Term Care Specialist
jeff.imlay@nm.com

My Networks: LinkedIn Facebook

Jeff started his career as an insurance broker with Northwestern Mutual Financial Network 1990. In 1991, Jeff was the leading 1st year Rep, and in 1993, he was the leader among all reps under 4 years. On a national basis he has earned the Bronze, Silver, and Gold awards. He has been a member of the 100 Lives Club and a consistent qualifying member of MDRT.

Over the years, Jeff has developed expertise in the area of Disability Income and Long Term Care. He currently serves as our specialist in these areas of planning as well a continuing his own personal practice. Jeff is serving has served as a field advisor to the Home office in the specialty product lines of Disability and Long Term Care. He has also been a sales mentor to new associates as they begin their career. Jeff is married to Becky and they have three children.

 
 Jim North Jr.

Jim North Jr., CLU®, ChFC®

Business & Estate Planning Specialist
jim.north@nm.com

 
 Joe  A Hart

Joe A Hart, CLU®

Financial Representative
joseph.hart@nm.com

 
 Joe T Yates

Joe T Yates

Financial Representative
joe.yates@nm.com

My Networks: LinkedIn Facebook

 
 Jonathan Spencer Hart

Jonathan Spencer Hart, CLTC®

Financial Representative
jonathan.hart@nm.com

My Networks: LinkedIn Facebook

Jon is from Chillicothe, MO and competed in football and baseball as a student athlete at Culver Stockton College where he received his bachelors in Business Administration and Communications in 2005. He joined NM in 2011, earned Pacesetter 40 and was the runner up College Unit Director in 2015. He is married to Rebecca, who is an educator in the Park Hill School District and they have a beautiful three year old daughter named Linley Grace. They live at Lake Waukomis in the Northland. He loves the outdoors, golfing, boating and is a Kansas City Chiefs and Royals fan and believes Jack Stack’s has the best bbq in town!

 
 Justin L Fuehrmeyer

Justin L Fuehrmeyer

Managing Director
justin.fuehrmeyer@nm.com

My Networks: LinkedIn Facebook

Born and raised in St. Charles, Missouri, Justin came to Springfield to be a student athlete at Missouri State University. Leading the basketball team as a captain in his senior year, Justin was honored with the Virgil Cheek Award (given to one senior male athlete across all sports, voted on by all the sports coaches and awarded to an individual who exemplifies leadership and character on and off the court/field).  Alongside this accomplishment, Justin completed two degrees that year – a B.S. in Sales and a B.S. in Marketing. It was during his last semester at MSU that Justin participated in the college program at Northwestern Mutual with the intent of making a career there.

The summer following graduation, he was a national Summer Lives Contest Qualifier. Justin converted to a full-time Financial Representative in August of 2010 upon achieving Power of 10.  In his first 6 months, he achieved Pacesetter 1st 40 and finished his first year by completing Pacesetter 2nd 60, an accomplishment of only 3% of all first year representatives.  At the end of Justin’s first agent’s year, he finished #3 in the Mike Gish Competition – an award amongst the cohort of all former interns that converted to full time.

Justin continues to lead having  taken on the position of Managing Director in the Springfield Office in 2013. In this position, he focuses on building his business while mentoring the full-time representatives and developing and growing the office as a whole.

In May of 2014, Justin married his wife Stephanie. Justin’s hobbies include: working out, golfing and watching movies.

 
 Kristin Marie Herman

Kristin Marie Herman, CFP®, CLU®, ChFC®, CLTC

Disability Insurance Specialist
kristin.herman@nm.com

My Networks: LinkedIn

Kristin is a native of St. Louis, where her parents and brother and sister-in-law still reside. She began her career with Northwestern Mutual as an intern in 2009 and converted to full-time upon graduating from Taylor University in May 2010. Kristin attained a Bachelor of Arts in Business Management and Marketing there and she also played all 4 years for the Taylor women’s tennis team. Her favorite part about her time at Taylor was meeting her husband Yoshua.

After getting married in March 2012, Kristin made her way to Kansas City to build her business on the west side of the state. Yoshua is in his 3rd year studying in the school of ministry at the International House of Prayer. Together, the couple enjoys spending time with friends and doing anything active outside (with tennis, Ultimate Frisbee, and riding bikes among their favorites!). Kristin was the only person in the history of the St. Louis agency to miss Pacesetter 40 but sell over 100 lives in her 1st year as a rep.

 
 Kyle J Haeusser

Kyle J Haeusser, CLU®, CLTC®, CFP®

Financial Representative
kyle.haeusser@nm.com

My Networks: LinkedIn Twitter

Kyle graduated from the University of Kansas in 2010 where he majored in Finance and Entrepreneurship. He began with Northwestern Mutual in January of 2010 as a college intern and converted to full-time in February of 2011.

As an intern, he achieved Power of Ten and after converting to full-time, achieved Pacesetter First 40, Second 60 and has qualified for Recognition dinner both years. Kyle is the College Unit Director in the Leawood office and is a member of the RPS Financial Group’s Leadership Development Group (LEAD).

Kyle and his wife Brigitte live in Overland Park and they enjoy working around the house, good food, great friends, and getting out on the lake whenever possible!

 
 Lance Aaron Trammell

Lance Aaron Trammell

Financial Representative
lance.trammell@nm.com

My Networks: LinkedIn

Lance Trammell started with Northwestern Mutual in May 2008. He achieved Power of 10 and Target 20 as a College Financial Representative. Lance was a member of Sigma Phi Epsilon at the University of Central Missouri where he graduated with a marketing degree. He has since achieved Pacesetter 40 and Pacesetter Second 60, as well as qualifying for the Recognition Dinner 3 times. Lance was previously a College Unit Director. He has since coached his team to rank in the top 30 of the company and individually coached a top 5 intern. In his practice, Lance works with young professionals, families, and business owners. He resides in Lee’s Summit and works in the Kansas City office.

Lance enjoys the outdoors and anything active.

 

 
 Lauren Ashley Schmidt

Lauren Ashley Schmidt

Financial Representative
lauren.schmidt@nm.com

My Networks: LinkedIn Facebook

 
 Logan Edwin Porta

Logan Edwin Porta

Financial Representative
logan.porta@nm.com

My Networks: LinkedIn

 
 Mark Holder

Mark Holder, CLU®, ChFC®

Financial Representative
mark.holder@nm.com

My Networks: LinkedIn Twitter

Mark was introduced to Northwestern Mutual as a referral from a current Financial Representative. Like many referrals, Mark knew he wanted a career change, but was not sure what he was looking for. 12 years later Mark not only found a new career, but a career that emphasized his strengths. Previously a store manager for a local grocery store chain, Mark was drawn to the income potential and the ability to be your own boss. Mark explains, “You have to take risks to be successful, but it certainly pays off.”

Mark believes that a professional with a good work ethic and a couple of years of real-world experience would be a successful Financial Representative. Mark wants recruits to know, “If you are looking for an opportunity to make a difference in people’s financial lives, but also make money knowing that you are doing the right thing for your clients, then this is the career for you.” Mark is married to Leslie and they are the proud parents of a little girl named Anna. Mark is a member of the Lionsgate Country Club.

 
 Marvin L Romer

Marvin L Romer

Financial Representative
marvin.romer@nm.com

 
 Melanie Summer Reed

Melanie Summer Reed

Financial Representative
melanie.s.reed@nm.com

My Networks: LinkedIn Facebook

 
 Michael D Glenn

Michael D Glenn

Financial Representative
michael.glenn@nm.com

My Networks: LinkedIn

 
 Michael W Lewis

Michael W Lewis, CLU®, ChFC®

Financial Representative
mike.lewis@nm.com

My Networks: LinkedIn Facebook

 
 Nancy A Jones

Nancy A Jones

Financial Representative
nancy.jones@nm.com

 
 Naomi Ayalew

Naomi Ayalew

Financial Representative
naomi.ayalew@nm.com

My Networks: LinkedIn Facebook

 
 Nicole J Volz

Nicole J Volz

Financial Representative
nicole.volz@nm.com

My Networks: LinkedIn

 
 Paul S Montello

Paul S Montello, CLU®, ChFC®

Managing Director
paul.montello@nm.com

My Networks: LinkedIn

Originally from Boston, MA, Paul is a 1999 graduate of Davidson College.  While attending Davidson, Paul was a scholarship member of the tennis team.  Immediately following graduation Paul began his career with Northwestern Mutual.

In his first 3 years as a financial representative Paul qualified for the Bronze, Silver and Gold Awards.  In 2003 Paul was the office New FR of the Year.  In addition to his role as a FR, Paul began mentoring and coaching new FR’s as a Field Director and has been a member of the office Leadership Development Group (LEAD) since 2004.  In 2010 Paul qualified for the company’s inaugural Lives Leader’s Summit.

In Jan of 2011, Paul took on a new role becoming Managing Director of RPS Financial Group, Inc’s Leawood, KS office.  In this role, in addition to taking care of his personal clients, Paul is responsible for all aspects of recruiting, training and development of new financial representatives and advisors at the Leawood location.

Paul is a Board member for the Overland Park NAIFA (National Association of Insurance and Financial Advisors) organization.  He is actively involved with the March of Dimes and enjoys spending time with his wife Lindsey, a stay at home mom and his son Luca.  He also enjoys running and playing tennis

 
 Raymond J North Sr

Raymond J North Sr

Financial Representative
r.j.north@nm.com

 
 Robert Dale Merrill

Robert Dale Merrill

Financial Representative
robert.merrill@nm.com

 
 Ronald D Paul

Ronald D Paul, LUTCF

Financial Representative
ronald.paul@nm.com

 
 Scott T Penning

Scott T Penning

Financial Representative
scott.penning@nm.com

 
 Sean Thomas DiGiovanni

Sean Thomas DiGiovanni

Financial Representative
sean.digiovanni@nm.com

My Networks: LinkedIn

 
 Tanner Jordan Fennewald

Tanner Jordan Fennewald

Financial Representative
tanner.fennewald@nm.com

My Networks: LinkedIn Facebook

 
 Thomas E Anderson

Thomas E Anderson

Financial Representative
thomas.anderson@nm.com

 
 Timothy D Kaiser

Timothy D Kaiser, LUTCF

Financial Representative
tim.kaiser@nm.com

 
 Timothy Robert Rogers

Timothy Robert Rogers, CLU®, CLTC

Financial Representative
tim.rogers@nm.com

My Networks: LinkedIn Facebook

 
 Trevor Sean Graham

Trevor Sean Graham

Financial Representative
trevor.graham@nm.com

My Networks: LinkedIn

 
 Tylor A Willis

Tylor A Willis

Financial Representative
tylor.willis@nm.com

My Networks: LinkedIn Facebook

 
 W. Colin Starr

W. Colin Starr

Financial Representative
colin.starr@nm.com

My Networks: LinkedIn

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