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 Advisor Amy M Brock

Amy M Brock

ACS

Associate Financial Advisor

Amy has been with Northwestern Mutual since June of 1990.  She is an Associate Financial Advisor and has worked with Gary for over 10 years.  In her current role, Amy assists clients through the new business underwriting process in addition to servicing their Life, Disability, Long Term Care Insurance, and Investment Account needs.  In her off time, Amy loves spending time with her family, camping, and traveling.  

Photo of Associate Wealth Management Advisor Kevin D. Stein

Kevin D. Stein

BBA

Associate Wealth Management Advisor

Kevin joined our team in 2021 as an Associate Wealth Managment Advisor.  In his current role, Kevin works with Gary on the Planning and Brokerage/Investment side of our business.  He works with our clients to establish their investment accounts and troubleshoot any investment related issues.  In his off time, Kevin loves spending time with his fiancé and family and enjoys hunting, camping, and fishing.

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 Wealth Management Advisor and Founder Brian M Duggan

Brian M Duggan

CFP®, WMCP®, CLU®, ChFC®

Wealth Management Advisor and Founder

Photo of Long Term Care Specialist Nancy Lianne Boari

Nancy Lianne Boari

M.A., CLTC®

Long Term Care Specialist

As a Northwestern Mutual Financial Representative and Long-Term Care Specialist with 20 years experience in the health care field, I will make recommendations which I would make for myself and my family if faced with a similar situation.By matching your needs with innovative financial solutions, I will do my best to help you protect and provide for those people you care about most.