Northwestern Mutual
North Shore
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the North Shore office is dedicated to doing good for our clients, employees and community.
Alex Marchan
CLTC®
Managing Director
Alex Marchan joined Northwestern Mutual in 2009. He began is career as a College Financial Representative focusing on building financial security for his clients. Alex is now an active member of the Executive Leadership Team at his office and serves as the Managing Director where he introduces successful individuals to this great career and helps them achieve their dreams personally, professionally, and financial; and how to build a success financial planning practice.
Scott Schwertfeger
Field Director
While attending the University of Wisconsin-Madison, Scott Schwertfeger was drawn to Northwestern Mutual by the prospect of unlimited opportunity for professional achievement. In 1993, as a sophomore, he joined Northwestern Mutual as a College Intern. While maintaining a full class load for his degree, he was recognized as a member of the second place team for College Interns. Upon graduation in 1996, Scott became a full-time Financial Representative and enjoyed helping clients achieve financial security. In 2009, he was recognized as one of the top 300 Financial Representatives out of a field force of 8,000 Representatives.
Christopher Carlson
WMCP®
Field Director
Chris started his career at NM in 2007 as it offered a chance to do what he enjoys most in life: helping people. As the financial world becomes more complex, he takes pride in helping clients create financial plans that simplify their most important objectives. He lives in Mequon with his wife Cassie and their two kids, and they are excited to build more relationships in their community.
Joshua Hart
ChFC®, CLU®
Wealth Management Advisor
I help people in creating a plan that shows them how to reach their personal, professional and financial goals. As a proud husband and father, I am very passionate about helping other individuals and families have access to a high-quality financial plan, and an understanding about how much it impacts our own lives as well as those we love.