Putting
people first.
Get to know our leadership team
Leadership at the Waterloo office is dedicated to doing good for our clients, employees and community.
Mark Funk began is career with Northwestern Mutual in May of 1999. Achievements throughout the industry include membership in the Million Dollar Round Table, the National Quality Award, and the National Sales Achievement Award. Mark was named New Financial Representative of the Year for the Network Office in 2001...
Mark Funk began is career with Northwestern Mutual in May of 1999. Achievements throughout the industry include membership in the Million Dollar Round Table, the National Quality Award, and the National Sales Achievement Award. Mark was named New Financial Representative of the Year for the Network Office in 2001 and 2004 and was also voted the top 20 business leaders under the age of 40 in 2005 by Cedar Valley Business Magazine. Mark currently runs a high level Wealth Management practice in Waterloo and is also the Managing Director of the Waterloo District office. Mark is actively involved in the Blackhawk County Estate Planning Council, Panther Wrestling Club, Sunnyside Country Club, The Greater Cedar Valley Chamber of Commerce and the National Association of Insurance and Financial Advisors. Mark resides in Waterloo with his wife Traci and children Madison, Garrett and Jenna.
Ally is our Development Officer, assisting with selection, training and development of our Financial Representatives and Advisors.
Owen helps lead our top internship program and the development of our Financial Representatives and Advisors.
Clay helps lead our top internship program and the development of our Financial Representatives and Advisors.
Zach helps lead our top internship program and the development of our Financial Representatives and Advisors.