Putting
people first.
Get to know our leadership team
Leadership at the Eau Claire office is dedicated to doing good for our clients, employees and community.
Financial Planning means different things to different people. Brent enjoys the ability to meet people where they are, and help them gain confidence within their financial journey. Brent has built his team to help business owners, sales leaders & retirees effectively navigate their personalized goals and o...
Financial Planning means different things to different people. Brent enjoys the ability to meet people where they are, and help them gain confidence within their financial journey. Brent has built his team to help business owners, sales leaders & retirees effectively navigate their personalized goals and opportunities.
Jim began growing his business in West Central Wisconsin after graduating from UW Eau Claire. In 2016, he married his wife, Jessica. Since then, they have had two beautiful young boys, Oliver and Wesley, that have been the joys of their lives. They spend a lot of time with family and friends and love being outdoors...
Jim began growing his business in West Central Wisconsin after graduating from UW Eau Claire. In 2016, he married his wife, Jessica. Since then, they have had two beautiful young boys, Oliver and Wesley, that have been the joys of their lives. They spend a lot of time with family and friends and love being outdoors with their kids during the summer. In addition, they enjoy being involved in the community and golfing when possible.
As an advisor, Chad understands that financial planning means something unique to everyone. He will work with you to build a personalized plan for your future and provide a comprehensive review of your current financial picture. Chad’s team is experienced in working with individuals, families, and business owners...
As an advisor, Chad understands that financial planning means something unique to everyone. He will work with you to build a personalized plan for your future and provide a comprehensive review of your current financial picture. Chad’s team is experienced in working with individuals, families, and business owners nationwide. He looks forward to getting introduced to you!
Jessica Schroeter
Director of Career Development
Jessica is a part of our career team for the Full time Selection Process and educates career changers on the opportunity available to them at Northwestern Mutual. She also helps coach new Advisors reach their highest potential and is the College Unit Director for the internship development program in Wausau. She...
Jessica is a part of our career team for the Full time Selection Process and educates career changers on the opportunity available to them at Northwestern Mutual. She also helps coach new Advisors reach their highest potential and is the College Unit Director for the internship development program in Wausau. She loves helping others find their career path and being a part of their growth. Jessica graduated from the University of Minnesota Twin Cities with a Bachelor’s Degree in Human Resource Development, Business Marketing and a minor in Management. While completing her degree she was on the Minnesota Track & Field team.
Matt is eager to work with you to help plan for your financial future. With a degree in Finance and years of experience as an advisor, he looks forward to putting his knowledge to good use. Through personal commitment, professional associations, accreditations, and continuing education, he has worked hard to establish...
Matt is eager to work with you to help plan for your financial future. With a degree in Finance and years of experience as an advisor, he looks forward to putting his knowledge to good use. Through personal commitment, professional associations, accreditations, and continuing education, he has worked hard to establish a reputation as a respected professional and to gain the trust of his clients. He looks forward to meeting with you to begin building your secure future.
My unique approach positions my team to be at the center of clients' financial plan. Since the start of my practice in 2020, I have been passionate about helping clients around the US to achieve their personal and financial goals. Prior to my career, I grew up in southern Minnesota and attended the University...
My unique approach positions my team to be at the center of clients' financial plan. Since the start of my practice in 2020, I have been passionate about helping clients around the US to achieve their personal and financial goals. Prior to my career, I grew up in southern Minnesota and attended the University of Wisconsin-Eau Claire.