Putting
people first.
Get to know our leadership team
Leadership at the Toledo office is dedicated to doing good for our clients, employees and community.
Brian has represented Northwestern Mutual since 2005, after graduating from Miami University in Oxford, Ohio, with a degree in Finance and a minor in Law. Brian's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He is committed to finding...
Brian has represented Northwestern Mutual since 2005, after graduating from Miami University in Oxford, Ohio, with a degree in Finance and a minor in Law. Brian's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He is committed to finding the right solutions for personal, family, or business needs. Brian has been Managing Director of Toledo, OH, agency since 2012. Brian, his wife Mallory, their daughter Elyse, and son Charlie make their home in Sylvania, Ohio. He enjoys skiing, playing softball, squash, and table tennis.
Brad joined Northwestern Mutual as a full time financial representative in 2006. In addition to running his own personal practice, Brad is a Growth and Development Director for the Northwestern Mutual Toledo Agency. As a Growth and Development Director, Brad is responsible for recruiting, training, and leading...
Brad joined Northwestern Mutual as a full time financial representative in 2006. In addition to running his own personal practice, Brad is a Growth and Development Director for the Northwestern Mutual Toledo Agency. As a Growth and Development Director, Brad is responsible for recruiting, training, and leading an incredible team of advisors and representatives who understand the value of helping others achieve financial security. Brad was born and raised in Toledo, OH. He graduated from Whitmer High School in 2001 and earned his Bachelor’s Degree in Finance from the University of Toledo in 2005. Brad has two beautiful daughters, is an avid Ohio State Buckeyes fan, and enjoys spending time with family and friends, golfing, or vacationing at the beach!
Ashley Scherzer
CLF®
Director of Operations
Ashley joined Northwestern Mutual in 2010 and has had the opportunity to play many important roles within the organization. She is passionate about the strength of the company and Northwestern Mutual's commitment to its clients, as well as its ability to offer high quality financial solutions and career opportunities....
Ashley joined Northwestern Mutual in 2010 and has had the opportunity to play many important roles within the organization. She is passionate about the strength of the company and Northwestern Mutual's commitment to its clients, as well as its ability to offer high quality financial solutions and career opportunities. As Director of Operations, Ashley works with the leaders of the organization to achieve highest levels of productivity and profitability by anticipating the needs of the office, planning for its development, recommending necessary changes, and taking independent action to ensure the overall success of the Toledo Northwestern Mutual Agency. She spends much of her time personally coaching, training, and developing new financial advisors and representatives, helping build and retain talent within the organization. In 2013, Ashley was awarded Northwestern Mutual's "Commitment to Excellence" Award, one of only 80 recipients nationally.
As a Toledo native, I specialize in comprehensive financial planning for hardworking individuals, families, and businesses in the NW Ohio area. I work with my clients to provide an experience that motivating, intelligible, and transparent to create a long-term financial game plan that manages wealth, mitigates...
As a Toledo native, I specialize in comprehensive financial planning for hardworking individuals, families, and businesses in the NW Ohio area. I work with my clients to provide an experience that motivating, intelligible, and transparent to create a long-term financial game plan that manages wealth, mitigates risk, and saves money in a tax efficient manner.