Personal
Marge joined Northwestern Mutual in 1985 on the advise of her uncle, who was the Gerneral Agent in Seattle.She currently lives with her husband, Cliff who is her business partner and Associate Financial Representative for over 40 years with Northwestern Mutual, in Brookfield, WI.
When Marge is not working you can find her spending time with family enjoying the outdoors in Colorado or at her cottage up north.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
I began my professional life as a retail buyer. My uncle was a Managing Partner at Northwestern Mutual and encouraged me to become a Financial Representative. I eventually left my successful career where I was in charge of 6 stores to join Northwestern Mutual. My motivation was to help people. As a child, my father was very ill. There were 6 children in my family and I saw firsthand what it was like to not have proper financial planning. I decided to leave my first profession in order to help families have a stronger financial future.
Over 40 years of service at Northwestern Mutual I have been awarded the for National Quality Award and Million Dollar Round Table. I was named one of the top 250 female Financial Representatives at Northwestern Mutual.
I have worked with individuals, families and businesses over my 30 years as a Financial Advisors. I work with businesses of all sizes and specialize in family businesses.
I look forward to helping you with your financial future.
Years of Experience
Representing Northwestern Mutual since 1985.
Awards and Recognition
- Health Insurance Quality Award 1989
- Award recognizing quality in the field of health insurance
- Million Dollar Round Table Provisional Member 1988, 1991
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member 1992, 2000, 2002-2004, 2006-2007
- Million Dollar Round Table Qualifying/Life Member 2008-2019
- National Association of Insurance and Financial Advisors Quality Award 2011-2013, 2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 1989-2002, 2004-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 1988-1992, 1994, 1998
- Award recognizing performance
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Long-Term Care Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Disability Planning
Business Planning & Succession
Planning for Special Needs
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
