Putting
people first.
Get to know our leadership team
Leadership at the Appleton office is dedicated to doing good for our clients, employees and community.
Corey Fleisner
CLU®, ChFC®
Managing Partner
Corey Fleisner, CLU, ChFC, Managing Partner, began his career as a college intern in 1998 on the campus of University Wisconsin Milwaukee. Upon graduating college in 2000, he started full-time career with the company developing a strong passion for financial planning. In 2004, his leadership journey began as a...
Corey Fleisner, CLU, ChFC, Managing Partner, began his career as a college intern in 1998 on the campus of University Wisconsin Milwaukee. Upon graduating college in 2000, he started full-time career with the company developing a strong passion for financial planning. In 2004, his leadership journey began as a Managing Director of the Germantown District Office, serving at that time as one of the youngest in the country in such a role. Today, Corey’s leadership efforts focus on attracting a diversity of top talent, supporting advisors, growing leaders, and the transformation of how we serve clients. With primary offices located in Appleton, Green Bay, & Germantown, as well as additional offices in Wausau, Stevens Point, Medford, Sheboygan, Upper Peninsula, Rhinelander, Shawano, Marshfield, New London, Ripon, Beaver Dam, and Manitowoc. Corey and his wife Marianne, have 3 children – Charlize, Coralie, and Penneton. As a family they enjoy traveling and being active together.
After beginning his career in the Klinger Network Office of Toledo, Ohio, Jake grew as the most tenured Growth and Development Director at Northwestern Mutual Green Bay. Jake is responsible for identifying high quality individuals in the community and introducing them to a career with Northwestern Mutual. Jake...
After beginning his career in the Klinger Network Office of Toledo, Ohio, Jake grew as the most tenured Growth and Development Director at Northwestern Mutual Green Bay. Jake is responsible for identifying high quality individuals in the community and introducing them to a career with Northwestern Mutual. Jake oversees all new Financial Representative and Advisor development across the District, and maintains individual Mentor relationships with Green Bay's associates, providing direction and coaching. Jake also focuses on developing new Leaders for the Fleisner Network Office. While giving his time in a Leadership capacity, Jake also runs his own practice, exemplifying the diligence and hard work that goes into a successful career at Northwestern Mutual.
I was born and raised in Slinger, Wisconsin, a really great small community. I played basketball and baseball in high school. I ventured off to college following my senior year. I met my wife Robin in 2009. At that time, I also enrolled at the University of Wisconsin Milwaukee where I studied Business Administration...
I was born and raised in Slinger, Wisconsin, a really great small community. I played basketball and baseball in high school. I ventured off to college following my senior year. I met my wife Robin in 2009. At that time, I also enrolled at the University of Wisconsin Milwaukee where I studied Business Administration for 3 years. I achieved my Bachelor's of Business Administration with a major in Finance. Robin and I have been happily married since 2012. In 2013, we welcomed our first son Everett into our family. Our second son, Eddy, was born in 2015. I very much enjoy my time with my family.
Travis Kempf is a Growth and Development Director in our Stevens Point office. Travis graduated with a bachelor’s degree in Business Administration from the University of Wisconsin-Stevens Point. In 2008, Travis Kempf joined Northwestern Mutual as a Financial Advisor. After successfully building his personal...
Travis Kempf is a Growth and Development Director in our Stevens Point office. Travis graduated with a bachelor’s degree in Business Administration from the University of Wisconsin-Stevens Point. In 2008, Travis Kempf joined Northwestern Mutual as a Financial Advisor. After successfully building his personal practice, Travis was asked to head the internship program in Central Wisconsin as the College Unit Director and the full time program as a Field Director. Travis’ current responsibilities include the development of both college interns and the full-time advisors. Travis maintains his personal financial planning practice and is responsible for recruiting talent in Central and North Central Wisconsin. Travis looks to continue his leadership journey by expanding the Central and North Central Wisconsin territory. A die hard sports fan, Travis lives in Custer, WI and is married to Gina; they have four children: Lila (2011), Twins – Landon and Leo (2013), and Lewis (2019).
Our team delivers comprehensive plans to determine the most efficient and effective means of accomplishing financial goals. Through strategic planning, we are able to identify gaps and or overlaps in current plans and establish a deliberate action plan to cover these needs and continue planning for the futur...
Our team delivers comprehensive plans to determine the most efficient and effective means of accomplishing financial goals. Through strategic planning, we are able to identify gaps and or overlaps in current plans and establish a deliberate action plan to cover these needs and continue planning for the future.
I have been practicing as a Wealth Management Advisor since 2013. I specialize in retirement distribution planning and maintain close relationships with local CPAs and law firms in order to cover all bases of a clients financial position. I let math dictate my recommendations and trust guide my relationships.
I have been practicing as a Wealth Management Advisor since 2013. I specialize in retirement distribution planning and maintain close relationships with local CPAs and law firms in order to cover all bases of a clients financial position. I let math dictate my recommendations and trust guide my relationships.
Andrew’s in depth focus on building initial personal relationships allows any individual, couple, or family to know that they are getting someone who genuinely wants to make a difference in their lives. Since 2016 Andrew and his team have been able to guide, protect, and grow right alongside his clients, allowing...
Andrew’s in depth focus on building initial personal relationships allows any individual, couple, or family to know that they are getting someone who genuinely wants to make a difference in their lives. Since 2016 Andrew and his team have been able to guide, protect, and grow right alongside his clients, allowing relevant and heartfelt questions and concerns to be handled with clarity and direction. Andrew has his MBA from the University of Oshkosh and takes pride in his beautiful wife Brianna and their family of three, Parker, Elliot, and Anna. In his free time Andrew practices karate, enjoys reading, and learning more about how he can make a difference for his family and the surrounding communities. As a family they are a huge supporters and contributors to Children’s Hospital Leaders Who C.A.R.E., which focuses on fundraising and awareness.
My clients, their families, and their businesses are as unique as the financial plans we build for them. I work with my clients to create a long-term financial plan that helps them achieve their goals now and in the future. We use savings strategies that address risk, are tax efficient, and comprehensive. My goal...
My clients, their families, and their businesses are as unique as the financial plans we build for them. I work with my clients to create a long-term financial plan that helps them achieve their goals now and in the future. We use savings strategies that address risk, are tax efficient, and comprehensive. My goal is to reduce financial stress so you can focus on what matters most.
I am focused on working with individuals, families and small business owners who appreciate being proactive, are goal focused, and respectful. My clients find value in the customized strategies my team and I craft to make sure their actions and goals are aligned and achieved efficiently.
As an Iron Mountain native, my family and I have been in business for over 85 years combined in the Iron Mountain area. I work in northern WI and the Upper Peninsula of MI. I am a third generation family member with Northwestern Mutual, advising now for over 12 years. I specialize in Insurance and Investments,...
As an Iron Mountain native, my family and I have been in business for over 85 years combined in the Iron Mountain area. I work in northern WI and the Upper Peninsula of MI. I am a third generation family member with Northwestern Mutual, advising now for over 12 years. I specialize in Insurance and Investments, but what I believe people like about me the most, is I give them Ideas.
My team and I find joy in assisting our clients through a comprehensive planning approach where we are able to identify gaps and or overlaps in their plan. We establish a strategy to cover these needs and continue planning for the future. My wife and I live in the Appleton area with our dog Cash. We love playing...
My team and I find joy in assisting our clients through a comprehensive planning approach where we are able to identify gaps and or overlaps in their plan. We establish a strategy to cover these needs and continue planning for the future. My wife and I live in the Appleton area with our dog Cash. We love playing softball and camping with family and friends.
Katie Rickert
CLF®, CLU®
Chief Operating Officer
Katie began her career with Northwestern Mutual in 2001 as a college intern with the Schwertfeger Agency in Milwaukee, WI. After completing her bachelor’s degree in Business Administration-Marketing with the University of Wisconsin-Milwaukee, she became a fulltime employee with the Schwertfeger Agency. In...
Katie began her career with Northwestern Mutual in 2001 as a college intern with the Schwertfeger Agency in Milwaukee, WI. After completing her bachelor’s degree in Business Administration-Marketing with the University of Wisconsin-Milwaukee, she became a fulltime employee with the Schwertfeger Agency. In 2005, Katie became an Associate Wealth Management Advisor. In 2012, Katie moved into the Chief Operations Officer role. She is responsible for anticipating all needs of the office and planning for development. Katie works closely with Corey Fleisner to lead the office infrastructure needs. Katie holds her health and life insurance licenses as well as her Series 6, 63, 26, 66, and 7. Katie earned her Chartered Life Underwriter (CLU®) designation in 2012 and Chartered Leadership Fellow (CLF®) designation in 2015. Katie is married to Jeff and they have a daughter, Claire. They live in Dale. The family enjoys camping. Katie loves to read!
Kelly Imig
CLU®, ChFC®
Director of Supervision
Kelly Imig is our Director of Network Office Supervision. Under Managing Partner, Corey Fleisner’s direction, Kelly supervises activities of financial representatives and their employees with respect to laws and regulations of various agencies. Kelly is well versed on Company policies and procedures pertaining...
Kelly Imig is our Director of Network Office Supervision. Under Managing Partner, Corey Fleisner’s direction, Kelly supervises activities of financial representatives and their employees with respect to laws and regulations of various agencies. Kelly is well versed on Company policies and procedures pertaining to insurance and securities sales practices. Kelly does this by maintaining strong relationships with the Network Office teams, financial representatives and their teams as well as our Home Office teams. Kelly’s main goal is to develop partnerships with financial representative and their teams to partner on the growth of their practices the right way. Kelly holds FINRA Series 7, 9, 10 and 66 as well as Life, Accident and Health insurance licenses.
Holly Murray
Director of Recruitment and Selection
Holly joined Northwestern Mutual in 2017. Holly has a Bachelor’s Degree in Business Administration and Marketing. With her previous employer of almost 15 years, she worked in Sales Account Management and Marketing. Holly’s responsibility at Northwestern Mutual is to keep healthy growth in the Agency. Her role...
Holly joined Northwestern Mutual in 2017. Holly has a Bachelor’s Degree in Business Administration and Marketing. With her previous employer of almost 15 years, she worked in Sales Account Management and Marketing. Holly’s responsibility at Northwestern Mutual is to keep healthy growth in the Agency. Her role is to educate career changers on the opportunity with Northwestern Mutual, work with the full-time and campus recruiting team across all offices of the agency and help prepare candidates as they enter the career. She also works with the Leadership team to build a healthy referral culture and identify top talent. Community connections and building relationships are all important to Holly. Holly is married to Keith, has two daughters; Maddy and Sadie, who are very active in sports and hunting. She enjoys spending time “up north” with family and friends, hunting, camping and watching sports.
Monica Abraham
Recruiter
Monica joined Northwestern Mutual in Spring of 2019 as a Recruiter. Her role includes identifying top full time and intern talent in Central Wisconsin. She loves connecting with new people and helping them find their purpose at Northwestern Mutual - Fleisner Group, LLC. Monica has a Bachelor’s degree in Social...
Monica joined Northwestern Mutual in Spring of 2019 as a Recruiter. Her role includes identifying top full time and intern talent in Central Wisconsin. She loves connecting with new people and helping them find their purpose at Northwestern Mutual - Fleisner Group, LLC. Monica has a Bachelor’s degree in Social Change & Development from the University of Wisconsin-Green Bay. Her experience in recruiting comes from 18 years in management at big box retailers, including Kohl’s and Starbucks. Monica lives in Wausau with her husband, Jeff, and son, Nate. Monica enjoys spending time with family and friends, cooking, and traveling to new places each year. She also volunteers her time and the Marathon County Humane Society and The Women’s Community in Wausau.
Niki Trepanier
Campus Recruiter
Niki has an Associate’s degree in Marketing from Madison College, a Bachelor’s degree in Psychology from the University of Wisconsin Milwaukee, and a Master’s degree in Human Resources and Organization Development from the University of Louisville. She joined Northwestern Mutual – Appleton in the summer...
Niki has an Associate’s degree in Marketing from Madison College, a Bachelor’s degree in Psychology from the University of Wisconsin Milwaukee, and a Master’s degree in Human Resources and Organization Development from the University of Louisville. She joined Northwestern Mutual – Appleton in the summer of 2020 as a Campus Recruiter and is looking forward to connecting with college students all over the Fox Valley and Upper Michigan. Niki lives in Kaukauna with her husband Erich, two young children – Austin and Alli, their corgi Hank, and soon-to-be golden retriever puppy! Niki is also the Fond du Lac High School softball pitching coach, she owns her own small business, and enjoys spending her free time coaching, reading, and spending time with her family and friends.
Anna DuBois
Campus Recruiter
Born and raised in Appleton, WI, Anna moved to Eau Claire, WI in 2011. A few years later, she graduated from UW-Eau Claire with a B.A. in Interpersonal Communication Studies. Anna thrives off connection and relationship building. In here role at Northwestern Mutual as a Campus Recruiter, she is able to put these...
Born and raised in Appleton, WI, Anna moved to Eau Claire, WI in 2011. A few years later, she graduated from UW-Eau Claire with a B.A. in Interpersonal Communication Studies. Anna thrives off connection and relationship building. In here role at Northwestern Mutual as a Campus Recruiter, she is able to put these passions into action by helping students realize their own. She does this by educating them on Northwestern Mutual’s prestigious internship opportunity to determine if the program could help them identify their ideal career path and get them to where they want to go!
Jonathan Dinse
Director of Training and Development
John joined Northwestern Mutual in 2013 after serving as Activities Director at Lourdes Academy in Oshkosh. Prior to Lourdes, John spent 10 years at the University of Wisconsin- Oshkosh as a football coach and administrator within the athletics department. John helped in the re-branding of the department and various...
John joined Northwestern Mutual in 2013 after serving as Activities Director at Lourdes Academy in Oshkosh. Prior to Lourdes, John spent 10 years at the University of Wisconsin- Oshkosh as a football coach and administrator within the athletics department. John helped in the re-branding of the department and various fundraising projects, including raising over $400,000 for a new scoreboard. As Director of Training and Development, John works closely with Corey Fleisner to lead agency wide development and follow through on the Financial Representative Learning Path. This includes initial training, Client Building Academy, on-going development programs and leadership alignment. John holds his health and life insurance licenses as well as his Series 6. John lives in Appleton with his wife Paula and three sons Hutson, Harrison and Huston. He is a leader within his sons Cub Scout Pack, serves as a Head Coach within Fox Valley Pop Warner and is active at his alma mater UW-Oshkosh.
Jeremy Kittoe
Technology Coach
Jeremy joined Northwestern Mutual in April of 2018 after serving as the Branch Manager of Scottrade-Appleton for over 12 years. Jeremy graduated from UW-Platteville with a Bachelor's degree in Business Administration with an emphasis in Finance. At Northwestern Mutual, Jeremy is responsible for supporting the...
Jeremy joined Northwestern Mutual in April of 2018 after serving as the Branch Manager of Scottrade-Appleton for over 12 years. Jeremy graduated from UW-Platteville with a Bachelor's degree in Business Administration with an emphasis in Finance. At Northwestern Mutual, Jeremy is responsible for supporting the FRs and staff by training them on a variety of key software programs and modules. His mission is to provide outstanding learning opportunities so that FRs and staff can leverage available tools to manage their business, sell products and provide support to their policy owners. Jeremy and his wife, Michelle, have 3 children - Jaeden, Ava and Logan. Most of their nights are spent at one of their children's sporting events in Wrightstown. Jeremy holds FINRA Series 4, 6, 7, 24, 63 and 66.
Mallory Schmidt
Internship Director
Mallory earned her BBA in Human Resources from the University of Wisconsin Oshkosh in the fall of 2015. She joined Northwestern Mutual – Appleton as a Campus Ambassador intern in 2014. After graduating from college, she took on the Campus Recruiter role in 2016 and then the Director of Campus Selection role...
Mallory earned her BBA in Human Resources from the University of Wisconsin Oshkosh in the fall of 2015. She joined Northwestern Mutual – Appleton as a Campus Ambassador intern in 2014. After graduating from college, she took on the Campus Recruiter role in 2016 and then the Director of Campus Selection role in 2017. Mallory is now the Associate Director of Internship Development for the Fleisner Agency and loves guiding our amazing internship program! Mallory lives in Winneconne and enjoys spending time with her husband, Evan, and daughters, Penny and Brooklyn.
Amber Stanek
RACE Coach
Amber Stanek works part-time as the RACE coach (Recording Activity and Comparing it to Expectations) for the new financial representatives out of the Appleton and Central Wisconsin offices. She’s been there since December of 2016. She enjoys encouraging others to learn about themselves and find the best in each...
Amber Stanek works part-time as the RACE coach (Recording Activity and Comparing it to Expectations) for the new financial representatives out of the Appleton and Central Wisconsin offices. She’s been there since December of 2016. She enjoys encouraging others to learn about themselves and find the best in each day. She’s married to Evan and they have three kids, Annabelle, Elliott, and Addison.
Sally Gosda
Managing Partner Assistant
Sally’s career with Northwestern Mutual began in 2011 as part of Development. She was part of a team assisting with U5 as well as veteran advisors. Over time, Sally’s role expanded along with the team’s continued work to enhance the development process. Sally moved into the role of Executive Assistant...
Sally’s career with Northwestern Mutual began in 2011 as part of Development. She was part of a team assisting with U5 as well as veteran advisors. Over time, Sally’s role expanded along with the team’s continued work to enhance the development process. Sally moved into the role of Executive Assistant to MP in 2012. Today, Sally works closely with Corey Fleisner to help realize the goals of a new MP. She is responsible for communication, newsletters, events and many other logistical aspects of the agency. Sally, and her husband of 30+ years, Jeff, have three children. They are getting used to being empty nesters as their youngest son is now attending college at Michigan Tech. They enjoy their two granddaughters, traveling, gardening, riding their Harley and just spending a lot of time with family