My Team

"Our goal as a team is to have client service that is not just the best but legendary."

Our power house team of resourceful experts make it our priority to deliver exceptional customer service to all of our clients. Our team takes pride in our integrity, collaborative teamwork, and loyalty to our clients.  

We stand by promptly as we wait to hear from you!

 

 

 

 

Sydney Y Reed

Office 920-739-1155

Sydney joined our team in the spring of . Sydney's role as administrative assistant covers a wide range of duties and responsibilities. She leads our team meetings, manages new client onboarding, and develops our new team members and interns. Sydney graduated from UW-Oshkosh with a Bachelors degree in Small Business Management.

 
Drew J Rose

Drew J Rose, BBA

Financial Plan Analyst
Office 920-739-1155

Andrew has been with Northwestern Mutual since 2016 and holds his series 7, and 63 securities registrations and is fully licensed in the State of Wisconsin and Michigan for life, health and disability insurance. Andrew has a Bachelor’s degree of Business Administration from UW-Oshkosh.

 
Erin Wiskerchen

Erin Wiskerchen

Investment Operations Assistant
Office 920-739-1155

Erin has been with Northwestern Mutual since March of 2016 and holds her series 6. She is currently working on her series 63.

 

Daniel Robert Zak, CFP®

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck