Putting
people first.
Get to know our leadership team
Leadership at the Park Place office is dedicated to doing good for our clients, employees and community.
Jim, a native to the Milwaukee area has over twenty five years of experience in the financial services industry with thirteen years serving as a Managing Director. As a Managing Director he has the unique opportunity of balancing personal production and managing a district office. While managing a district office,...
Jim, a native to the Milwaukee area has over twenty five years of experience in the financial services industry with thirteen years serving as a Managing Director. As a Managing Director he has the unique opportunity of balancing personal production and managing a district office. While managing a district office, Jim has the ability to recruit, train, develop, mentor, and support his Financial Representatives and staff. He has earned the Chartered Life Underwriter (CLU®) designation and is a Board member of Northwestern Mutual Managing Directors Association as well as the National Association of Insurance and Financial Advisors. Jim earned his Bachelor's of Business Administration from the University of Wisconsin-Madison. A very passionate alum and sports enthusiast, Jim loves to cheer on the Badgers. Jim and his wife, Meg, live in Menomonee Falls with their son, Matthew.
Andy graduated from Marquette University and holds a Bachelors of Business degree in Economics and has his CFP®, CLU® and RICP® designations. Andy has been with Northwestern Mutual since 2004. He is a Wealth Management Advisor in Milwaukee, WI. Andy enjoys helping people make their dreams a reality through...
Andy graduated from Marquette University and holds a Bachelors of Business degree in Economics and has his CFP®, CLU® and RICP® designations. Andy has been with Northwestern Mutual since 2004. He is a Wealth Management Advisor in Milwaukee, WI. Andy enjoys helping people make their dreams a reality through financial planning. He and his wife Jenny live in Whitefish Bay with their two daughters. They enjoy spending family time together, exercising, and spending time on/near the water.
Chad has been with Northwestern Mutual since 2012. As a graduate from UW-LaCrosse, Chad holds a Bachelors of Science and has his CLTC® and RICP® designations. Overall, Chad thoroughly enjoys making an impact by educating successful people and businesses on the opportunities to reach and exceed their goals. Born...
Chad has been with Northwestern Mutual since 2012. As a graduate from UW-LaCrosse, Chad holds a Bachelors of Science and has his CLTC® and RICP® designations. Overall, Chad thoroughly enjoys making an impact by educating successful people and businesses on the opportunities to reach and exceed their goals. Born and raised in Milwaukee, Chad attended Nicolet High School. In his free time Chad and his two sons enjoy spending time outdoors, playing sports, watching the Packers, Bucks, and creating awesome memories!
Dan graduated from Carroll College and started his career teaching for 12 years in the Sussex Hamilton School District. When the opportunity at Northwestern Mutual came calling, Dan was excited to utilize his natural abilities to educate, as well as draw from his experience at providing excellent client service...
Dan graduated from Carroll College and started his career teaching for 12 years in the Sussex Hamilton School District. When the opportunity at Northwestern Mutual came calling, Dan was excited to utilize his natural abilities to educate, as well as draw from his experience at providing excellent client service to serve people and families in all capacities. Originally from Sussex, Dan and his wife, Laura, have two sons and reside in Sussex.
Jason started with Northwestern Mutual in 2005 as a College Financial Representative. After graduating UW-Whitewater with a Bachelor's in Finance in 2007 and being recognized as a top 10 intern in the company, he joined the team as a Financial Representative. Since then, Jason has earned the title Financial Advisor...
Jason started with Northwestern Mutual in 2005 as a College Financial Representative. After graduating UW-Whitewater with a Bachelor's in Finance in 2007 and being recognized as a top 10 intern in the company, he joined the team as a Financial Representative. Since then, Jason has earned the title Financial Advisor and is now currently Park Place's College Unit Director. Jason Seyfert is a Wisconsin native; he currently resides in Mequon with his wife, Jessica and their daughter Mackenzie.
Joe graduated from UW-Milwaukee with a Bachlor of Business Administration. Joe joined Northwestern Mutual in 2012. He has since secured the designations of CLTC® and RICP®, as well as his Series 6 and 63 Security Licenses. In his free time, Joe is active in golf, bowling, tennis, and cycling. He, his wife Karen,...
Joe graduated from UW-Milwaukee with a Bachlor of Business Administration. Joe joined Northwestern Mutual in 2012. He has since secured the designations of CLTC® and RICP®, as well as his Series 6 and 63 Security Licenses. In his free time, Joe is active in golf, bowling, tennis, and cycling. He, his wife Karen, and their two children enjoy traveling around the state for weekend adventures.
Patrick Kohler CLU®, ChFC®, has been in the financial services industry since 1994. Pat joined the Northwestern Mutual Financial Network as a Financial Representative in 1995. Pat graduated from Marquette University with a degree in Business-Finance in 1993. He has since secured the designations of CLU® (Chartered...
Patrick Kohler CLU®, ChFC®, has been in the financial services industry since 1994. Pat joined the Northwestern Mutual Financial Network as a Financial Representative in 1995. Pat graduated from Marquette University with a degree in Business-Finance in 1993. He has since secured the designations of CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) through the American College to better service the needs of his clients. He grew up locally in Whitefish Bay, WI and now resides in Brookfield, WI with his wife Heidi and three daughters: Savannah, Lilly and Ashley. St John Vianney Parish, family vacations, and coaching his girls sports teams keep him busy outside of work.
Bill Boyle has been with the firm since 2007 after graduating from the University of Wisconsin-Madison. He is third generation at the Greater Milwaukee Network Office, and works out of the Menomonee Falls office. Bill grew up in Green Bay—Titletown—and he now lives in Brookfield with his wife Sara, and son...
Bill Boyle has been with the firm since 2007 after graduating from the University of Wisconsin-Madison. He is third generation at the Greater Milwaukee Network Office, and works out of the Menomonee Falls office. Bill grew up in Green Bay—Titletown—and he now lives in Brookfield with his wife Sara, and son William (Will). Bill enjoys working with attorneys and high end sales professionals. In addition to life and disability risk shifting, Bill Boyle’s clients look to him to help execute savings strategies to efficiently accumulate wealth. Outside of work, Bill socializes with friends and spends a lot of time at the Milwaukee Athletic Club. He regularly attends Badger Basketball and Packer football games. In his off time Bill spends time vacationing and golfing.
Yusef graduated from UW-Whitewater and started his career teaching for the City of Milwaukee. He has secured his Series 6 and 63 registrations through FINRA. Overall, Yusef enjoys making an impact through educating others on how to achieve financial goals.