Putting
people first.
Get to know our leadership team
Leadership at the Woodbury office is dedicated to doing good for our clients, employees and community.
Jeffrey joined Northwestern Mutual Minneapolis as a Financial Advisor in June 1998. With his passion and dedication, Jeffrey was appointed Managing Director of the Woodbury District Office in March 2002. Jeffrey's role primarily consists of overseeing the growth of Northwestern Mutual's distribution and market...
Jeffrey joined Northwestern Mutual Minneapolis as a Financial Advisor in June 1998. With his passion and dedication, Jeffrey was appointed Managing Director of the Woodbury District Office in March 2002. Jeffrey's role primarily consists of overseeing the growth of Northwestern Mutual's distribution and market development within the organization. His responsibility is two-fold with half of the time working with and servicing his clients in regards to their personal, business and estate planning goals. The other half is dedicated to working alongside his professional representatives and advisors, helping them develop and grow their practice. In his free time, you will find him running the back roads and trails of Afton training for half marathons, marathons, or sprint triathlons, on the golf course with friends or clients, or at the lake teaching his nephews, niece, and friends how to water ski. Jeff is a die-hard Minnesota Wild fan and attends many of the Wild and Twins' home games.
Allison Rose
Director of Talent Strategy
Allison Rose joined Northwestern Mutual in July 2019 as Director of Talent Strategy. In her role, Allison is responsible for our agency's Financial Advisor recruiting efforts. Prior to coming to Northwestern Mutual, Allison was in charge of talent management for a logistics company in the Twin Cities. Allison...
Allison Rose joined Northwestern Mutual in July 2019 as Director of Talent Strategy. In her role, Allison is responsible for our agency's Financial Advisor recruiting efforts. Prior to coming to Northwestern Mutual, Allison was in charge of talent management for a logistics company in the Twin Cities. Allison is an Augsburg graduate with a degree in Marketing and Communications, and enjoys spending time with her son as well as maintaing an active lifestyle.
Kathryn Kroll
Director of Development
Katie Kroll joined Northwestern Mutual and the Sales Execution Team in July 2013 as an Associate Financial Representative. In the fall of 2014, Katie transitioned into the Campus Recruiter and Developer role to work closely with college campuses to grow our internship. In 2017, Katie took over as the Director...
Katie Kroll joined Northwestern Mutual and the Sales Execution Team in July 2013 as an Associate Financial Representative. In the fall of 2014, Katie transitioned into the Campus Recruiter and Developer role to work closely with college campuses to grow our internship. In 2017, Katie took over as the Director of Development. She plays a vital role in developing our advisors throughout their internship and career so they can reach their full potential. Katie graduated from Herzing University with a Bachelors Degree in Business Administration with an emphasis in Business Management. She holds her Life, Accident, and Health license. In her free time, Katie enjoys playing in the great outdoors with her husband Casey and their four children. She also enjoys riding motorcycles, entertaining, spending time with friends, and cooking
Debbie Blattner
Director of Operations
Debbie Blattner joined the Woodbury office of Northwestern Mutual in April 2004. As Director of Operations her primary focus is to oversee the office so that it is running smoothly and efficiently. Debbie is also licensed in life, accident and health insurance. Prior to joining Northwestern Mutual, Debbie worked...
Debbie Blattner joined the Woodbury office of Northwestern Mutual in April 2004. As Director of Operations her primary focus is to oversee the office so that it is running smoothly and efficiently. Debbie is also licensed in life, accident and health insurance. Prior to joining Northwestern Mutual, Debbie worked for Cargill for 10 years. Debbie lives in Hastings with her husband Justin and their two children, Whitney and Luke. She enjoys being active outdoors and reading.
Tom has been in the finance and investment industry since 2008 and joined Jeffrey’s team in 2012. He works closely with Jeffrey in preparing financial strategies and investment analyses for clients. Tom oversees investment-related activities including portfolio construction, investment research, and account...
Tom has been in the finance and investment industry since 2008 and joined Jeffrey’s team in 2012. He works closely with Jeffrey in preparing financial strategies and investment analyses for clients. Tom oversees investment-related activities including portfolio construction, investment research, and account management. Tom resides in Minneapolis with his wife Kate, and two boys, Ryan and Jack. He enjoys spending time with his family and friends, cooking, and following University of Minnesota athletics.
Catherine Lindus
Director of Operations and Client Service
Cathy has been with Northwestern Mutual Financial Network since July 2007 and brings 20 years of insurance experience. She works hand-in-hand with Jeffrey to provide superior service to our clients. Cathy's primary focus includes general client servicing, client experience, and scheduling. In her spare time,...
Cathy has been with Northwestern Mutual Financial Network since July 2007 and brings 20 years of insurance experience. She works hand-in-hand with Jeffrey to provide superior service to our clients. Cathy's primary focus includes general client servicing, client experience, and scheduling. In her spare time, Cathy enjoys spending time with family and friends, enjoys watching the Packers, Nascar and going fishing.
Paula Zepczyk
Associate Financial Representative
Paula Zepczyk joined the Woodbury office of Northwestern Mutual in November 2017 as the SET Associate. Paula is responsible for assisting new advisors and interns entering the business. She holds her license in life, accident and health insurance. Prior to joining Northwestern Mutual, Paula worked as a commercial...
Paula Zepczyk joined the Woodbury office of Northwestern Mutual in November 2017 as the SET Associate. Paula is responsible for assisting new advisors and interns entering the business. She holds her license in life, accident and health insurance. Prior to joining Northwestern Mutual, Paula worked as a commercial loan assistant in the banking industry. Paula lives in River Falls with her husband Josh and their three children. In her free time she enjoys being outdoors, spending time at the lake and watching her children play sports.