Putting
people first.
Get to know our leadership team
Leadership at the Minneapolis office is dedicated to doing good for our clients, employees and community.
Mark Heurung
Managing Partner
Mark Heurung started his career with Northwestern Mutual in 1990 as an intern. With the support and guidance of mentor Gene Storms, Mark became a Financial Representative and then Field Director in the St. Cloud office. He was later promoted to Managing Director, providing stellar leadership in the St. Cloud and...
Mark Heurung started his career with Northwestern Mutual in 1990 as an intern. With the support and guidance of mentor Gene Storms, Mark became a Financial Representative and then Field Director in the St. Cloud office. He was later promoted to Managing Director, providing stellar leadership in the St. Cloud and Edina offices. Mark was named Managing Partner in 2007, succeeding his mentor, Gene Storms. Mark and his wife, Sue, have two daughters, Emily and Heidi. They enjoy spending time at the lake and entertaining family and friends. In his free time, Mark pursues his hobby as an amateur wine collector.
Missy Johns
Chief of Staff
Missy Johns is the Chief of Staff to Managing Partner, Mark Heurung, where she acts as a strategic advisor and support to Mark. Missy is a strong leader who joined Northwestern Mutual in October 2022 and has made significant contributions in a similar capacity throughout her 20+ years in the financial services...
Missy Johns is the Chief of Staff to Managing Partner, Mark Heurung, where she acts as a strategic advisor and support to Mark. Missy is a strong leader who joined Northwestern Mutual in October 2022 and has made significant contributions in a similar capacity throughout her 20+ years in the financial services industry. She is highly relational and brings strong thought leadership, critical thinking and a continuous improvement mindset. As part of the Network Office Executive Leadership Team, she works with Mark and his leaders to create and execute strategies that facilitate achievement critical to our overall success and the organization’s plan. Missy graduated with honors from Gustavus Adolphus College and is a Registered Representative. She lives in Stillwater with her husband Derek, and they have three young adult daughters, Marietta, Annika and Eva as well as a new son-in-law, Sam. In her spare time, she enjoys spending time with family and boating on the St. Croix River.
Samantha Herrick
ChFC®, WMCP®
Chief Operating Officer
Sam is the Chief Operating Officer for our agency, having held many roles within the firm since starting her career with Northwestern Mutual in January 2014. Sam began with a client-focused role working directly for a Financial Advisor before joining our Planning Department as a Financial Planning Consultant,...
Sam is the Chief Operating Officer for our agency, having held many roles within the firm since starting her career with Northwestern Mutual in January 2014. Sam began with a client-focused role working directly for a Financial Advisor before joining our Planning Department as a Financial Planning Consultant, supporting many advisor teams within our Network. As she continued to pursue additional education and obtain new designations, Sam moved into the Director of Financial Planning role to lead and grow that department, and was then promoted in 2022 to Chief Services Officer to lead all five of our internal advisor shared service teams. As COO, her role expanded to include oversight of staffing, operations, infrastructure and communications. Sam resides with her husband Joe in South Saint Paul, with her stepson Jack. In her free time, Sam enjoys traveling and trying new restaurants.
Jenna Johnson
CLF®
Chief Growth Officer
Jenna Johnson is the Chief Growth Officer for our agency, where she is responsible for driving productivity, retention, market presence, and growth amongst advisors and their team. She joined Northwestern Mutual in 2012 and has taken on various roles as the Marketing Coordinator, Director of Training, Director...
Jenna Johnson is the Chief Growth Officer for our agency, where she is responsible for driving productivity, retention, market presence, and growth amongst advisors and their team. She joined Northwestern Mutual in 2012 and has taken on various roles as the Marketing Coordinator, Director of Training, Director of Internship Development and Chief Marketing Officer. Each role provided Jenna the background into what it takes to be successful in this business and has loved coaching everyone from veteran advisors, brand new advisors, associates, college interns and members of the leadership team. Jenna and her husband, TJ, live in Chaska where they spend time actively chasing their two kids, Wesley and Brooklyn. Jenna continues to stay involved with her alma mater, Gustavus Adolphus College, where she is involved in the Gustavus Women in Leadership program, as well as the Gustavus Mentoring Program.
Tiffany Kaiser
Chief Financial Officer
Tiffany is the Chief Financial Officer for our agency, where she is responsible for the leadership of the Network Office accounting team, supports the achievement of financial results and acts as a strategic financial partner within the organization. Tiffany joined Northwestern Mutual in 2022 as the Director...
Tiffany is the Chief Financial Officer for our agency, where she is responsible for the leadership of the Network Office accounting team, supports the achievement of financial results and acts as a strategic financial partner within the organization. Tiffany joined Northwestern Mutual in 2022 as the Director of Finance and has quickly moved into the CFO role in 2023 to support the growth of the organization in a more strategic and holistic view. She brought with her 20+ years of financial background, with most of that time in financial services within Target Corporation. Tiffany graduated with honors from the University of Minnesota – Duluth with a degree in Finance and received her MBA from the University of St. Thomas. Tiffany, and her husband Robb, reside in Maple Grove with their two children. In her free time, Tiffany enjoys cheering for her children at their sporting events, time at her family’s cabin in northern MN and spending time with family and friends.
Rob Lee
Chief Supervision Officer
Rob joined Northwestern Mutual Minneapolis in 2017 after working at several broker dealers and Registered Investment Advisory firms and brings 20 plus years of industry experience to our firm. He enjoys working with the financial representatives and their teams, helping them navigate the complex regulatory...
Rob joined Northwestern Mutual Minneapolis in 2017 after working at several broker dealers and Registered Investment Advisory firms and brings 20 plus years of industry experience to our firm. He enjoys working with the financial representatives and their teams, helping them navigate the complex regulatory environment our industry brings. Rob resides in Oakdale with his wife, Lisa and their two children. In his free time, Rob enjoys spending time with his family and friends, fishing and serving as an Assistant Scout Master with the Boy Scouts of America.
Scott Jonas
CFP®, CLU®
Business Development
Scott has worked for Northwestern Mutual in a variety of positions since 2000, including over a decade in the home office where his focus was on contracts, compensation and the distribution system. As a Financial Consultant at Northwestern Mutual - Minneapolis, Scott pulls together his vast experiences and focuses...
Scott has worked for Northwestern Mutual in a variety of positions since 2000, including over a decade in the home office where his focus was on contracts, compensation and the distribution system. As a Financial Consultant at Northwestern Mutual - Minneapolis, Scott pulls together his vast experiences and focuses on the business development activities needed for a successful Financial Advisor career. Additionally, Scott also serves as a CFP/CFO consultant for NM business owners across the system including Managing Partners, Managing Directors, Ensembles and Financial Advisors. Scott has been married for a very long time and his joy is spending time with his family, especially his grandchild, and friends.
Sarah Walter began her career with Northwestern Mutual as a post grad in 2003 as a Financial Representative in Edina, MN. Sarah initially joined the Minneapolis Network office and Mark Heurung’s team in 2007 as the Director of Training and found her true passion in leadership, coaching, and development in this...
Sarah Walter began her career with Northwestern Mutual as a post grad in 2003 as a Financial Representative in Edina, MN. Sarah initially joined the Minneapolis Network office and Mark Heurung’s team in 2007 as the Director of Training and found her true passion in leadership, coaching, and development in this role. In the years that followed, Sarah became the Director of New Rep Development and then the Development Officer. A trailblazer by nature, Sarah grew to become the Minneapolis Agency’s first ever Chief Growth Officer, supporting the work and needs of career advisors and their teams. In 2020, Sarah took another leap, she helps the leadership team drive results in recruiting, internship, advisor productivity, and leadership development. Sarah is excited and energized about her latest appointment as the Managing Director of the Lake Elmo district.
Derek started his career with Northwestern Mutual in 2002 as a college intern. He was selected to be the Managing Director of the St. Cloud, MN office in 2007. Derek led the St. Cloud office until 2011 and was soon appointed the District Director of Northwestern Mutual - Minneapolis in January 2012. Derek is...
Derek started his career with Northwestern Mutual in 2002 as a college intern. He was selected to be the Managing Director of the St. Cloud, MN office in 2007. Derek led the St. Cloud office until 2011 and was soon appointed the District Director of Northwestern Mutual - Minneapolis in January 2012. Derek is native to Albany, Minnesota and enjoys spending time with his friends and family. He likes to golf, hunt, fish, and spend time on the area lakes in the summer. Derek is married to Melinda and resides in St. Cloud, Minnesota
Josh Oertli is the Managing Director of the Edina office of Northwestern Mutual - Minneapolis. Josh is responsible for growing his office through new representative recruitment and development while continuing to develop his personal practice. Josh started his career as a Financial Representative with Northwestern...
Josh Oertli is the Managing Director of the Edina office of Northwestern Mutual - Minneapolis. Josh is responsible for growing his office through new representative recruitment and development while continuing to develop his personal practice. Josh started his career as a Financial Representative with Northwestern Mutual in Edina, MN. He began after graduating from St. Cloud State University in 2004, where he earned his Bachelor of Science in Finance. In 2007, Josh was awarded the Developing Financial Representative honor and in 2010, he achieved FORUM for the first time. He has served as the Secretary and as President of the Northwestern Mutual - Minneapolis Foundation. In addition to being an active member of the St. Cloud State Alumni Association, he is also a member of the Million Dollar Round Table and the National Association of Insurance and Financial Advisors.
Brady Lindemann is the Managing Director of the Minnetonka office of Northwestern Mutual - Minneapolis. Since 2012, Lindemann has been quickly building a strong personal practice as well as developing and mentoring Representatives out of the Downtown Minneapolis office. As Managing Director, he continues to grow...
Brady Lindemann is the Managing Director of the Minnetonka office of Northwestern Mutual - Minneapolis. Since 2012, Lindemann has been quickly building a strong personal practice as well as developing and mentoring Representatives out of the Downtown Minneapolis office. As Managing Director, he continues to grow his personal practice, as well as recruit and develop Financial Representatives and manage the office. Brady is a member of the Million Dollar Round Table and NAIFA, he has earned the NAIFA Quality award, the Financial Security and Life Impact awards, has led the Platinum, Gold and Silver central regional awards for New Financial Representatives, has led the position of College Unit Director and Growth & Development Director prior. Lindemann received a Bachelor of Business Administration degree in Marketing from the University of Minnesota - Duluth and currently resides in Excelsior with his wife, Kelsey.
Daniel Moseley is the Managing Director of the Duluth office of Northwestern Mutual - Minneapolis. Moseley started as an intern with Northwestern Mutual in Duluth in 2011. He has since grown his business significantly in the Duluth area, focusing on clients over 50, helping them get ready for retirement. Dan also...
Daniel Moseley is the Managing Director of the Duluth office of Northwestern Mutual - Minneapolis. Moseley started as an intern with Northwestern Mutual in Duluth in 2011. He has since grown his business significantly in the Duluth area, focusing on clients over 50, helping them get ready for retirement. Dan also ran the internship program in the Duluth office for Northwestern Mutual, giving college students real life experience in financial planning. Dan is passionate about impacting the community and finance industry. He is an active member of rotary and the chamber of commerce. Dan is a member of the Million Dollar Round Table and NAIFA, and has earned the NAIFA Quality award, Life Impact award, and is a leader in his business at Northwestern Mutual. A native of Duluth, MN, Moseley received a Bachelor of Arts degree in Business Management from Concordia College in Morehead. He resides in Duluth with his wife. Ashley, and their two sons, Olli and Jack.
Josh Longnecker is the Managing Director of the St. Cloud office of Northwestern Mutual - Minneapolis. Josh began his career at Northwestern Mutual in 2009 with a passion to help people on their journey toward financial stability. Within three short years Josh was offered the opportunity to lead the St. Cloud...
Josh Longnecker is the Managing Director of the St. Cloud office of Northwestern Mutual - Minneapolis. Josh began his career at Northwestern Mutual in 2009 with a passion to help people on their journey toward financial stability. Within three short years Josh was offered the opportunity to lead the St. Cloud office of Northwestern Mutual - Minneapolis as Managing Director. In this role it is Josh’s goal to recruit and develop the area’s most productive financial representatives in order to provide the highest level of financial security for his community. Josh is personally committed to his leadership role and enjoys giving back to the office and company that have given him so much. Josh, with his wife Missy and their three children live in Saint Augusta. In Josh’s spare time, he enjoys playing golf, spending time with friends and family, traveling and cheering for his beloved alma matter, the University of North Dakota -- GO SIOUX!
Bill joined Northwestern Mutual-Minneapolis in 2017 as a Financial Advisor. In his time with the organization, Bill has built a strong personal practice, and, has taken on additional responsibilities in recruiting, developing and mentoring Financial Representatives out of the Minneapolis office. This unique leadership...
Bill joined Northwestern Mutual-Minneapolis in 2017 as a Financial Advisor. In his time with the organization, Bill has built a strong personal practice, and, has taken on additional responsibilities in recruiting, developing and mentoring Financial Representatives out of the Minneapolis office. This unique leadership role allows Bill the opportunity to continue to build and serve his client base as a Financial Advisor while recruiting and developing new Financial Representatives. Bill is an active supporter of Northwestern Mutual’s one million dollar pledge to the University of Minnesota Masonic Children’s Hospital. He and his wife reside in Lake Elmo with their two sons and enjoy being involved in their sports and school projects.
Kyle began his career with NM in October 2014 after graduating from the College of St. Scholastica in Duluth. Over the last 4+ years he’s continued to take on the dual role of growing his own practice while also being a mentor to new advisors. He enjoys collaborating with his team of one and joint work partners...
Kyle began his career with NM in October 2014 after graduating from the College of St. Scholastica in Duluth. Over the last 4+ years he’s continued to take on the dual role of growing his own practice while also being a mentor to new advisors. He enjoys collaborating with his team of one and joint work partners to work with small business owners and young professionals to provide goal-oriented solutions that align with our core planning values. On the leadership-side, he now serves as a Growth & Development Director playing a lead role in recruiting, developing and mentoring new full-time advisors into the Minneapolis Office. Away from NM, you’ll find Kyle outdoors with family and friends enjoying Vikings games, hunting/fishing, snowmobiling, motorcycling or spending time on a nearby lake. Rumor has it he’s a fan of summertime Happy Hours on a patio somewhere Downtown as well.