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.
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 Woodbury 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!
Jenna Johnson
CLF®
Chief Growth Officer
Jenna Johnson is the Chief Marketing Officer for our agency, where she is responsible for driving advisor productivity, retention, market presence and Northwestern Mutual brand awareness. She joined Northwestern Mutual in 2012 and has taken on various roles as the Marketing Coordinator, Director of Training and...
Jenna Johnson is the Chief Marketing Officer for our agency, where she is responsible for driving advisor productivity, retention, market presence and Northwestern Mutual brand awareness. She joined Northwestern Mutual in 2012 and has taken on various roles as the Marketing Coordinator, Director of Training and Director of Internship Development. 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 our 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.
Scott Jonas
CFP®, CLU®
Chief Financial Officer
Scott has worked for NM in a variety of positions since 2000 years including over a decade in the home office where his focus was on contracts, compensation and the distribution system. As the CFO for Northwestern Mutual - Minneapolis, Scott is pulling together his vast experiences and focusing on the business...
Scott has worked for NM in a variety of positions since 2000 years including over a decade in the home office where his focus was on contracts, compensation and the distribution system. As the CFO for Northwestern Mutual - Minneapolis, Scott is pulling together his vast experiences and focusing on the business development activities needed for a successful career at Northwestern Mutual. In addition to his duties in Minneapolis, Scott also serves as a CFP CFO consultant for NM business owners across the system including Managing Partners, Managing Directors and Financial Advisors. Scott has been married for a very long time and his daughter is a recent college graduate. His joy is spending time with his family and friends.
Samantha Herrick
ChFC®, WMCP®
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. Bill will be partnering...
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. Bill will be partnering with Managing Partner Mark J. Heurung, CLU® and Chief Growth Officer Sarah Walter in supporting the Managing Directors and their recruiting teams. This unique leadership role will allow Bill the opportunity to continue to build and serve his client base as a Financial Advisor while developing the talent acquisition team 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.