VanKoevering Wealth Management and Insurance Services
Sherrie Robért van Koevering
Wealth Management Advisor and Founder|CLTC®
Here to Serve You
At Vankoevering Wealth Management and Insurance Services, our team values continuously learning and offering creative, innovative solutions to help take your financial planning to the next level. We’re passionate about working hard for you, and bringing a broad base of knowledge to the table to help ensure we deliver an exceptional experience.
Sherrie Robért van Koevering
CLTC®
Wealth Management Advisor and Founder
Powered by the mantra–“Dream It, Plan It, Do It” Our Mission- Help clients build lives free of financial stress to not only achieve personal financial wellness but to feel empowered to implement their financial plan to leave a legacy for future generations. Sherrie and her team work with medical and dental professionals across the country to design individualized comprehensive financial plans.
Dustin A. van Koevering
CFA®, CFP®, CAIA, CFS
Director of Investments
Ivonne R. Solis
Director of Operations
Ivonne is a graduate of Elmhurst University and joined Northwestern Mutual in 2014. Growing up she knew as a child that she wanted to be part of Northwestern Mutual and make an impact on clients and their families.
As our Director of Operations, she wears many hats and plays an integral role in managing operations. Ivonne makes every client feel like they matter and important, because they are! Ivonne will go above and beyond for you, and we are so thrilled she is on our team.
How can Ivonne help you?
- Makes your financial planning and life more peaceful
- Review current accounts and planning needs
- Schedules appointments
- Welcomes new referrals
- Aids in review materials for meetings
- Guides information intake for life, disability, long-term care and annuity applications and investment paperwork
- Provides service to policy owners and investment holders
- Assists with 401k and IRA rollovers
- Helps you say goodbye to financial anxiety and hello to financial freedom, security and peace
Brenda L Pellegrini
Client Service Focus – Scheduling Meetings
With more than three decades of experience building long-term relationships with Northwestern Mutual clients, Brenda draws from a deep well of client-focused service. The voice behind the scheduling appointment, she has been a valuable member of our team since 2020.
A lifelong Chicago resident, she is the mother of two and a proud grandmother of three. When she's not spending time with her grandkids, she's an avid reader and loves to cook.
On Brenda's Bucket List:
- A second home on the beach
- Meet my relatives in Italy and spend one month with them
- See the Northern Lights
- Swim with dolphins
- Road trip on Route 66 to California
- Learn to ride a motorcycle
Bianca David
Investment Operations Associate
As a financial planning associate, Bianca is passionate about providing clients with an exceptional experience. Extremely adaptable and resourceful, Bianca assists in the creation of financial plans and guides our clients smoothly through the stages of the financial planning process. She enjoys playing an instrumental role on the team and in helping clients achieve their financial goals. Bianca has a degree in Business Administration with an emphasis in Finance from Cal State University Long Beach. Born and raised in California, Bianca currently resides in Fullerton with her husband, Exekiel, and their two Golden Retrievers, Penny, and Ginger. They enjoy traveling, trying out new food spots, and taking their dogs to the beach in their free time.
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.
Emily Siena Halal
Financial Advisor
Emily is based out of Houston, Texas, but grew up living all over the world. Her father was an oil/gas executive for Shell for 30 years, taking her family to Kuwait and the Netherlands for work assignments. However, Texas is considered home! Emily chose this career because building relationships and making an impact has always been attractive to her. She played college soccer at The University of the Incarnate Word in San Antonio, Texas for 4 years.. She will always bring her competitive, hardworking, relentless mentality forward as she serves clients and WINS with them when it comes to securing their financial future. She has a true servant’s heart and wants to see others around her succeed. If she can be even the slightest bit of a motivation and inspiration to others, she will do it! She loves her furbaby, Mila, who she rescued from an animal shelter while in college. She is soon to marry the love of her life, Will Van Hoozer, with hopes of starting a family soon after.
Paige Breann Smith
RN
Financial Representative
Paige Smith is a financial representative with a unique background that spans healthcare, entrepreneurship, finance, and athletics. Leveraging her expertise in both medicine and business, she brings a holistic approach to financial services, empowering clients to achieve their long-term goals with confidence and clarity.