Get to know my dedicated team

Here at Northwestern Mutual, our team is committed to providing exceptional customer service to all of our clients at all times. We truly believe that we should treat others the way we would want to be treated. Our team prides itself on dedicated follow-up and timely response to our clients. We are always respectful of our clients' timelines, but do not lose focus on the importance of taking action. Our team is also always willing to listen and provide relevant feedback to each individual or family we work with. We are open and honest about our recommendations and even our compensation.

If you ever have questions, concerns, or comments, please reach out to any of our team members. We are ready and willing to respond promptly to any of your needs.   

Photo of Associate Financial Representative Joanna S Jackson

Joanna S Jackson

Associate Financial Representative

Joanna Jackson joined Northwestern Mutual in 2015 and has been an integral part of the team from the beginning. Originally from Oklahoma, Jo, her husband Matt and son Curtis now live in Auburn. She leads the day to day operations of the practice as well as client support. In her free time Jo cheers on her alma mater OSU and enjoys spending time with family and friends, reading, and being outside. 

Photo of Scheduler Stacy E Shadrick

Stacy E Shadrick

Scheduler

Stacy Shadrick, originally from Dallas, Texas, is a 1992 graduate of the University of Mississippi with a degree in Fashion.  Stacy joined Northwestern Mutual in 2015.  She is happy to assist you with any scheduling needs.  Stacy is married to Jeff and has two daughters, Riley and Payton.

Photo of Investment Specialist Daniel Moran

Daniel Moran

Investment Specialist

Daniel Moran grew up in Vestavia and went on to attend UAB, where he majored in Psychology.  As a dedicated UAB fan, he attends most of their games to cheer on his alma mater!  Daniel is an active member of St. Peter’s Catholic Church and proud to be an Eagle Scout.  In August 2023, he began his career at Northwestern Mutual.  Daniel is happily married to his wife, Tyffani, and they have two wonderful children: Mary, who is 5, and Henry, who is 3.