Putting
people first.
Get to know our leadership team
Leadership at the Elm Grove office is dedicated to doing good for our clients, employees and community.
Dan graduated from UW-Whitewater with his Bachelor's in Business Administration and joined Northwestern Mutual in October of 2000 as a Financial Representative. Dan got off to a fast start by entering the leadership program his third month in the business. Dan has obtained many company and industry awards and...
Dan graduated from UW-Whitewater with his Bachelor's in Business Administration and joined Northwestern Mutual in October of 2000 as a Financial Representative. Dan got off to a fast start by entering the leadership program his third month in the business. Dan has obtained many company and industry awards and is a qualifying member of the Million Dollar Round Table. Dan is a Certified Coach and a Wealth Management Advisor. Dan has served as the Managing Director of the Elm Grove office since May of 2009. Dan currently lives in Waukesha with his wife, Sarah, son, Nolan, daughters Everly and Addy, and pit bull, Hailey.
Denise Janecek
Director of Investments and Operations
Denise graduated from the University of Wisconsin-Milwaukee with a Bachelor's degree in Finance and Marketing. Prior to joining Dan's team in 2018, Denise worked for Northwestern Mutual for 10 years. Denise is the Director of Operations and is also responsible for Investment Operations as well as Financial Planning...
Denise graduated from the University of Wisconsin-Milwaukee with a Bachelor's degree in Finance and Marketing. Prior to joining Dan's team in 2018, Denise worked for Northwestern Mutual for 10 years. Denise is the Director of Operations and is also responsible for Investment Operations as well as Financial Planning and Client Service. Denise resides in Muskego with her family and enjoys outdoor sports and travel.
Desiree Lavine
Financial Planning Assistant
Desiree graduated from Carroll University with a BS in Kinesiology and a minor in Psychology. She enjoys traveling, gardening, going to sporting events, home projects, and spending time with family and friends. Desiree had previously worked in sales and has a passion for helping and meeting the needs of her...
Desiree graduated from Carroll University with a BS in Kinesiology and a minor in Psychology. She enjoys traveling, gardening, going to sporting events, home projects, and spending time with family and friends. Desiree had previously worked in sales and has a passion for helping and meeting the needs of her clients. Desiree and her husband Alex got married in Buckeye, AZ in October 2020 and currently reside in Oconomowoc, WI with their two cats.
Sarah Szymborski
Associate Wealth Management Advisor
Sarah grew up in Greenfield, Wisconsin with her parents and two sisters. She graduated from the University of Wisconsin-Whitewater where she pursed a degree in Finance. A few years after graduation she moved to Boston, Massachusetts where she worked for four years prior to joining Reveal Financial Group. In...
Sarah grew up in Greenfield, Wisconsin with her parents and two sisters. She graduated from the University of Wisconsin-Whitewater where she pursed a degree in Finance. A few years after graduation she moved to Boston, Massachusetts where she worked for four years prior to joining Reveal Financial Group. In her free time Sarah loves to travel with her family and spend time outdoors. She loves snowboarding and playing on co-ed softball teams in the summers.
Sarah Krivos
Business Manager
Sarah began her career with Northwestern Mutual in 2003. She has held numerous roles during her tenure including Financial Representative Assistant, Director of Recruiting and Director of Operations. She is currently the Director of Finance and Business Manager for Northwestern Mutual - Elm Grove. Sarah has...
Sarah began her career with Northwestern Mutual in 2003. She has held numerous roles during her tenure including Financial Representative Assistant, Director of Recruiting and Director of Operations. She is currently the Director of Finance and Business Manager for Northwestern Mutual - Elm Grove. Sarah has a Bachelor's degree from the University of Wisconsin-Madison and a Master of Business Administration degree from Marquette University.