Who We Are

"If you want to go fast, go alone. If you want to go far, go together." 

We understand the importance of teamwork and that when we work together using each of our unique skills, we can achieve greater client outcomes. Each of our team members are knowledgeable, hard-working individuals with the sole focus of turning your ambitions into real outcomes. 

Photo of Executive Assistant Samantha Fletcher

Samantha Fletcher

Executive Assistant

Sam started with NM through the internship in 2022 alongside Clayton. She specializes in client communications, marketing for our firm, and is Clayton’s right-hand. She is insurance licensed and greatly enhances our clients’ experience. Outside of work, you can expect to see her coaching her dance programs.   

Photo of Client Service Coordinator Krissi Zak

Krissi Zak

Client Service Coordinator

Krissi joined our team in 2022 as a Client Service Coordinator and Associate Financial Representative. Her roles include driving the insurance onboarding process, ongoing insurance services such as billing and policy changes, and other day to day operations. Her previous education and experience in office management and financial bookkeeping makes her a remarkable asset to our team.

Photo of Investment Operations Manager Tyhe Gerlach

Tyhe Gerlach

CLU®, RICP®

Investment Operations Manager

Tyhe joined Northwestern Mutual full time in January 2010 after completing a 7-month internship with our firm. As an Associate Financial Advisor she has learned many roles, with currently serving as our Investment Operations Manager. She champions the implementation and monitoring of client investment accounts. Tyhe’s personality, character, continued education over the years and her experience in assisting clients makes her a valued part of our team.

 

 

Photo of Associate Wealth Management Advisor & Director of Planning Services Tyson Paulson

Tyson Paulson

CLU®

Associate Wealth Management Advisor & Director of Planning Services

Tyson started his career with Northwestern Mutual in 2017 and in 2019 became an Associate Financial Advisor. As the Director of Planning, he prepares clients’ financial analysis, investment and insurance options, as well as working hand in hand with our clients on implementing and monitoring their financial plan. Tyson is an integral member of our team, ensuring we are providing white-glove service to each client.

Photo of Financial Planning Assistant Sean Schuring

Sean Schuring

Financial Planning Assistant

Sean joined our team in October 2023 as a Financial Planning Assistant. As an assistant, he works alongside our Director of Planning, Tyson, on preparing clients’ financial analysis while continuing to grow his knowledge base in financial planning that includes the fundamentals of both insurance and investment products and concepts. Sean has quickly expanded his knowledge within this role and often constructs client plans independently.