Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Associate Financial Representative Jessica Lee

Jessica Lee

Associate Financial Representative

Jessica is a graduate of Illinois State University and holds a Bachelor’s degree International Business. After spending many years in the nonprofit sector, she joined Northwestern Mutual in June of 2021. Jessica holds her life, accident and health insurance license along with her FINRA Series 7 & 63.

Photo of Director of Client Services Sydney Kellogg

Sydney Kellogg

Director of Client Services

Sydney is the Director of Client Services. She graduated from Central Michigan University with degrees in Business Administration & Business Communications. Sydney works with clients through the application/underwriting process.

 

Photo of Director of Client Relations and Marketing Jiana Norton

Jiana Norton

MBA

Director of Client Relations and Marketing

Jiana is a Colorado native and a proud graduate of Colorado State University. She holds a Master’s in Business Administration and brings a strong marketing background to the team ranging in experience from professional sports, radio, and business development.

Get to know my dedicated network of specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Co-Founder and Private Wealth Advisor Cullen Douglass

Cullen Douglass

CFP®

Co-Founder and Private Wealth Advisor

Photo of Wealth Management Advisor Grant D Gier

Grant D Gier

CLU®, ChFC®, CFP®

Wealth Management Advisor

Photo of Wealth Management Advisor Adam J Neubauer

Adam J Neubauer

Wealth Management Advisor

Photo of Principal and Wealth Management Advisor Steve C Mengyan

Steve C Mengyan

CLU®, CFP®, CLTC®, ChFC®, RICP®

Principal and Wealth Management Advisor

Photo of Wealth Management Advisor Josh Lerner

Josh Lerner

CFP®, CLU®, RICP®

Wealth Management Advisor

Photo of Co-Founder and Partner, Private Wealth Advisor Timothy George Hender

Timothy George Hender

CFP®, CLTC®, CLU®, RICP®

Co-Founder and Partner, Private Wealth Advisor

Tim devoted his career to a disciplined approach to investing and risk management. He worked for 20 yrs in the options business, trading on floors in NYC and Chicago. The mission of his team is to help successful people create peace of mind, by delivering personalized wealth management solutions. He engages his clients in courageous and passionate conversation to help them achieve their goals.
Photo of Founder and Partner John A Klich

John A Klich

CLU®, ChFC®

Founder and Partner

My favorite part of being a wealth management advisor is having the opportunity to have a significant positive impact on my client’s lives. I have the privilege of working with clients that range from recent college graduates to executives, professionals & small business owners. Our team leverages their expertise to provide a reliable plan to help you bring your financial goals and vision to life.
Photo of Managing Director Thomas J. Canale

Thomas J. Canale

CFP®, ChSNC®, ChFC®, CLU®

Managing Director

With deep experience and expertise, Canale Financial Group provides resources and guides you to make informed financial decisions for each phase of your life. Our well-defined approach has been embraced with successful outcomes by providing peace of mind and judgment-free support since 1995. Let us help you realize your goals and support your unique vision.