Jason T Seyfert
Wealth Management Advisor|CLTC®, CLU®
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.
"My mission is to help successful professionals and business owners match their needs with financial solutions through an open, honest relationship."
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.
Andrew Bird
CFP®, CLU®, RICP®, AEP®
Wealth Management Advisor
My mission is to develop enduring relationships, helping our clients achieve financial security and peace of mind. I specialize in working with families and business owners, motivating clients to take the necessary actions to make their financial dreams a reality. Please visit my website to learn more about my team and how we help clients create and implement a personalized financial plan.
Scott Mila
RICP®, WMCP®, CLTC®
Wealth Management Advisor
I've been with Northwestern Mutual for 16 years and love what I do. I get to make an impact on my clients financial life by developing holistic strategies that help them achieve their goals. I'm proud of my team, I have two passionate individuals who support and service our terrific clients. Helping our clients plan and having fun while doing it is what I'm passionate about
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.