Get to know my dedicated team

Our team is dedicated to our clients first and foremost.  With 28 years of combined experience we have been instrumental to helping clients through thousands of situations.  We have learned from the experiences we have witnessed, both positive and negative, and formulated plans based on excellence.  With the strength of the highest rated* company in America behind us we have the ability to craft ideal solutions for our clients. 

We start by getting to know our clients, we will never make a single recommendation without first understanding what matters to you now and in the future.  A conversation with our team is a pleasant and informative one that will leave you feeling good about where you are headed.  If we are not the right fit for you, we will gladly help you find someone who is.  We are direct, honest, and detailed.  The only success that matters to us is yours.

*Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 11/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings). Ratings are subject to change.

Photo of Associate Wealth Management Advisor William "Cory" Elbert

William "Cory" Elbert

CLU®, ChFC®, CFP®

Associate Wealth Management Advisor

Cory grew up in Iowa and studied Marketing at the University of Iowa. He began working with Northwestern Mutual in June 2009 and has worked in many different positions within the company. Cory found a passion for financial planning and has gone on to attain several licenses and designations including the CERTIFIED FINANCIAL PLANNER™ professional designation. Cory loves all things musical and has taught himself to play several instruments. He likes to spend his time with his beautiful wife Jenelle and their two dogs. You can find them hiking, camping (year round), playing volleyball at Wash Park, or traveling.
Photo of Director of Operations Hollin Savoie

Hollin Savoie

Director of Operations

Born in Clearwater, Florida, Hollin moved to Colorado with her parents and sister at the age of 5. After working in a few challenging industries she developed a desire for a greater impact. For the past few years, she has been hard at work ensuring the success of clients. She enjoys spending time with her husband Russell & 1-year-old daughter Themi, running (preferably with a great view), and cooking.

Photo of Director of Client Relations Bronia Hertz

Bronia Hertz

Director of Client Relations

Bronia was born in the beautiful Seychelles, and has had the privilege of also living in Montreal, Canada and London, England in her early life. She finally settled in our gorgeous state of Colorado after meeting her husband. Bronia enjoys yoga to relax and excercise, sharing good food with friends, travelling and above all, being with her husband and daughter. She thoroughly enjoys interacting with and helping our clients in any way she can, and is always excited to meet someone new!
Photo of Director of Investment Operations Lacey B Maynard

Lacey B Maynard

AWMA®, RICP®, WMCP®

Director of Investment Operations

Lacey Maynard joined Northwestern Mutual in July of 2012.  Though she started her NM career in the insurance field, she soon obtained her S6 and S63, then later her S7 and has been thrilled to work in investment operations ever since!  She later also obtained her RICP® and her WMCP®, and loves assisting clients with their investment accounts!

In her spare time, Lacey enjoys playing D&D, working on her house, and snuggling with her two doggos.

Photo of Director of Marketing and Business Operations Eliciana Silk-Chavez

Eliciana Silk-Chavez

Director of Marketing and Business Operations

Eliciana was born and raised in Denver, Colorado. She joined Northwestern Mutual straight out of college in 2022, and specializes in marketing, planning, investments, and business operations. She loves the opportunity to create an impact in client's lives and create meaningful relationships. Fun fact, she actually visited 15 countries while studying abroad in college at the University of Colorado Boulder!

In her free time, Eliciana loves to read (fantasy is her favorite), weightlift & exercise, travel, try new foods, and watch TV shows & anime.

Photo of Insurance Coordinator Shannon Walker

Shannon Walker

Insurance Coordinator

Network of Specialists

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 Financial Advisor Ben Miller

Ben Miller

CLU®, ChFC®

Financial Advisor

I am an experienced executive leader in financial services now responsible for the growth and development of the Denver office of Northwestern Mutual. I lead the firm's strategies for talent selection, leadership growth, and advisor training and development. I am savvy in performance coaching, recruiting, team dynamics, communications, and operations. I am a strong business development professional, accomplished advisor and skillful in securities, risk and financial planning. Licensed Series 7, 9, 10 and 65.

I am also a private pilot currently enjoying flying a Piper Seneca

Photo of Wealth Management Advisor and Founder Zach Walker

Zach Walker

Wealth Management Advisor and Founder

I grew up just south of Dallas, Texas with my parents and younger brother. I was recruited to play basketball at the United States Air Force Academy in Colorado Springs where I graduated in 2010 and then spent four years in the Air Force. During my time in the Air Force, I managed a multitude of businesses from childcare, hotels, coffee shops, bars and restaurant operations, gyms, and leading teams tasked with tracking members in other parts of the world. And during my last two years in the Air Force I met my wife, Shannon, and we married in 2014

I joined Northwestern Mutual in 2017 after becoming a client of the Managing Partner in Colorado Springs. Since joining, I quickly gained recognition for my work ethic and impacting the lives of clients all over the country. I was recognized this last year for being the 2nd best advisor in my year group in the entire Western Region of the US. In my five years with the company I have impacted over 500 households.

Photo of Financial Advisor Chris Moen

Chris Moen

MBA, CLU®, ChFC®, CFP®

Financial Advisor

I grew up Colorado and went to Johnson and Wales University where I received my M.B.A. I then met my wife Cori, and we have a daughter together who is truly amazing. Being a girl Dad is the best thing in the world. We love cooking, eating and good cocktails. We relocated to the North Dallas area in 2021 to be closer to family. I am a Broncos fan and enjoy playing Golf and shooting pool. 

I have no doubt that my purpose in life is to help people. This is why I love doing the type of work that I do. My mission is to help people live their best lives. I spent most of my life in the foodservice industry working at numerous companies and holding various positions. I then realized the path to my purpose in life will not be found in my comfort zone. So I made a major career change to greater impact people. I really found my niche market of working with Tech professionals. I am very analytical and align well with people in that industry. I look forward to helping you in the near future. 

Photo of Wealth Management Advisor Douglas Hepola

Douglas Hepola

Wealth Management Advisor

I am an experienced Wealth Management Advisor who grew up with Northwestern Mutual. My father was a Managing Partner for our organization. And while at the University of Wisconsin-Madison, I was a college intern with Northwestern Mutual before graduating in Finance and Risk Management, and eventually moving to Denver.

I work with a wide variety of clients doing personal and business planning. I also have a high concentration of business owners, attorneys and closely held companies that I plan with.   

I am married to my beautiful wife Kathy, and we have two grown children.

Photo of Financial Advisor Jerome Ortega

Jerome Ortega

Financial Advisor

I am committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.