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 Jacob Pratt

Jacob Pratt

Associate Financial Representative

Jake interned with Northwestern Mutual his senior year at UW Whitewater and then went on to join Eric's team after graduating in 2017. He lives in Milwaukee with his wife Helen, their two cats and one dog. His wife and him are expecting their first child in December.

Jake’s duties are:

  • Opening and servicing investment accounts
  • Data entry and analysis for financial planning software
  • Servicing for insurance clients
  • Assisting with any overflow for our college interns
Photo of Client Relations Bj Mertens

Bj Mertens

Client Relations

Bj joined the team with Northwestern Mutual in 2022. He lives in Hartland with his wife Haley, and their two sons, Henry and Will. Bj enjoys spending time with his family, golfing, coaching basketball and working around the house.

Bj is responsible for:

  • Client outreach and scheduling
  • Underwriting operations
  • Information and service to insurance policies
Photo of Associate Financial Representative Kristin B Belzer

Kristin B Belzer

Associate Financial Representative

Kristin joined the team with Northwestern Mutual in 2001. Kristin is licensed in Life Insurance, Accident and Health. She lives in Port Washington with her husband Gary, and their two sons, Colton and Gavin. Kristin enjoys spending time with her family, camping and traveling.

Kristin is responsible for:

  • Underwriting operations
  • Information and service to insurance policies
  • Coordinating medical examinations for clients
Photo of Associate Financial Representative Kathryn R Amenda

Kathryn R Amenda

Associate Financial Representative

Katy grew up in Ozaukee County and graduated from St. Norbert College. She graduated with a degree in Education and joined the Grogan team in 2010 as an Associate Financial Representative. Katy is passionate about maintaining a high level of service for new clients as well as the training of new Financial Representatives. Katy is Life Insurance, Accident, and Health licensed. Katy lives in Mequon  with her husband Eric. In her free time, Katy enjoys home improvement projects, camping and spending time with her family.

Katy is responsible for:

  • Internal office matters
  • Client servicing
  • Underwriting operations
  • Application processing 

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 Wealth Management Advisor James P Grogan

James P Grogan

CLU®

Wealth Management Advisor

My mission is to help successful professionals and business owners match their needs with financial solutions through open, honest relationships.
Photo of Wealth Management Advisor Christopher D Carlson

Christopher D Carlson

WMCP®

Wealth Management Advisor

Chris started his career at NM in 2007 as it offered a chance to do what he enjoys most in life: helping people. As the financial world becomes more complex, he takes pride in helping clients create financial plans that simplify their most important objectives. He lives in Mequon with his wife Cassie and their two kids, and they are excited to build more relationships in their community.

Photo of Wealth Management Advisor William M Boyle

William M Boyle

CFP®

Wealth Management Advisor

Calling oneself a professional doesn't really make one a professional. As a Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert. I have worked hard to establish a reputation as a respected professional.
Photo of Financial Advisor Daniel Howard

Daniel Howard

RICP®

Financial Advisor