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.
We help people that are thinking about retirement figure out how much they can spend every month. We spend time learning about your vision, values and goals. That information is then connected to your comprehensive financial plan along with some specific recommendations. We take pride in helping you retire...
We help people that are thinking about retirement figure out how much they can spend every month. We spend time learning about your vision, values and goals. That information is then connected to your comprehensive financial plan along with some specific recommendations. We take pride in helping you retire successfully and also make sure the "What-ifs?" are addressed along the way!
Ally is our Development Officer, assisting with selection, training and development of our Financial Representatives and Advisors.
Nick Jans, CLU, ChFC, CFP, is a Financial Advisor with the Northwestern Mutual Wealth Management Company. He and his team of two have a mission to develop enduring relationships with their clients by providing expert guidance for a lifetime of financial growth and security. Nick and his team are committed to continued...
Nick Jans, CLU, ChFC, CFP, is a Financial Advisor with the Northwestern Mutual Wealth Management Company. He and his team of two have a mission to develop enduring relationships with their clients by providing expert guidance for a lifetime of financial growth and security. Nick and his team are committed to continued learning and growth both personally and professionally.
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.