Endeavor Wealth Management
Jeffrey C Hackbarth
Wealth Management Advisor|CLU®, ChFC®, RICP®
COMMITMENT CONVICTION COURAGE our mission continues
Get to know my dedicated team
We 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.
Jody A Schroeder
Associate Financial Representative
Jody joined Jeff's team and Northwestern Mutual in August 2005. She has her license in Life and Accidental & Health. Jody is also Series 6 and 63 securities registered.
She assists Jeff with his business by processing investment client service requests, brokerage account trading, onboarding for all new clients and accounts, and assisting with rollovers and transfers. She also assists with insurance and annuity service requests, new applications and underwriting, scheduling of appointments and client review letters.
Jody lives in Omro with her husband and are recent empty nesters. She has a Bachelor of Science Degree and enjoys trips up north, crafting and an occasional good book.
Thomas Moely
RICP®
Investment and Planning Associate
Thomas joined the team February of 2022. He is licensed in Life and Accident & Health. Thomas also holds the Series 7. Thomas graduated in the spring of 2021 from UW-La Crosse with a Bachelor's Degree in Finance. Thomas assists with financial planning and investment research.
In his free time, Thomas enjoys the outdoors as well as attending concerts and sporting events.
Matthew G Follen
ChFC®, RICP®, CLTC®
Wealth Management Advisor
Our team delivers comprehensive plans to determine the most efficient and effective means of accomplishing financial goals. Through strategic planning, we are able to identify gaps and or overlaps in current plans and establish a deliberate action plan to cover these needs and continue planning for the future.