Office hours: 7:30 – 4:00

Dawn has been with Northwestern Mutual Financial Network since 2001 and has been with Ted’s team since January of 2006. As an Associate Financial Representative with Northwestern Mutual. Dawn is a Registered Representative with Northwestern Mutual Investment Services and has obtained several securities registrations, including FINRA Series 7 and 63.

How can Dawn help you?

• Schedule appointments
• Welcome referrals
• Process insurance applications and monitor underwriting
• Update client information

Office hours 7:00 – 3:30

Laura is a graduate of Illinois State University, and joined the Northwestern Mutual Financial Network in 2000. As an Associate Financial Representative, Laura is fully licensed in life, health, disability, and long term care insurance. In addition, she is a Registered Representative with Northwestern Mutual Investment Services, LLC and has obtained several securities registrations, including FINRA Series 6, 7, and 63. Laura joined Ted’s team in 2005.

How can Laura help you?

• Establish and service your investment accounts
• Service your variable annuities and variable insurance policies
• Assist with 401k and IRA rollovers
• Supply life, disability income, and long term care quotes
• Expedite client requests for insurance policies and billing accounts
• Notary Public

Nick graduated from the University of Wisconsin with a B.B.A. in Finance in 2003.  He has been with Northwestern Mutual Financial Network since April 2006.  Nick has his Life, Health, and Series 7 & 66 securities licenses.  He loves to travel and lived in South America for two years.

How can Nick help you?

• Advisory Account inquiries and trade confirmations
• Completing mutual funds and securities transactions
• Providing investment balances
• Providing investment returns for portfolio and individual funds
• Rebalancing investment portfolios

Al graduated from the University of Illinois at Urbana-Champaign with a B.S. in Finance.  He has been with Northwestern Mutual Financial Network since November of 2006.  Al has his Life, Health, Series 7 & 66 securities licenses.  When he is away from work Al loves to bowl.  His high score is a 268.

Al's primary role is to prepare Personal Planning Analyses for use in identifying Life Insurance, Education, and Retirement Savings needs; Estate Planning, Asset Allocation, and Monte Carlo Simulations.

How can Al help you?

• Advisory account inquiries and trade confirmations
• Complete mutual fund and securities transactions
• Request investment balances
• Provide investment returns for portfolio and individual funds
• Rebalance investment portfolios