Associates

 
 Corey R Fleisner

Corey R Fleisner, CLU®, ChFC®

Managing Director
corey.fleisner@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 202

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Corey has been with Northwestern Mutual since 1998 providing world class service and building long lasting relationships with clients. He was appointed as Managing Director in 2005 to lead the office in growth and development.

Corey is a member of the National Association of Insurance/Financial Advisors, and recently completed a two-year term as Association President. Additional Association memberships include the Northwestern Mutual Professional Growth Association, Managing Director Association, and Million Dollar Roundtable Qualifying Member (2011-2015).

Corey and his wife, Marianne, reside in Washington County with their three children - Coralie, Charlize, and Penneton. They enjoy hiking, boating, gardening, traveling, and have a love for arts and music. Corey serves as a Board Member of BrookLink, in the leadership role of Chairman. BrookLink is a Christian nonprofit organization that equips, empowers, and releases global church leaders. His family attends and volunteers at Northbrook Church.

 
 Heidi M Deglow

Heidi M Deglow, CLU®, ChFC®

Director of Operations
heidi.deglow@nm.com

W189N11100 Kleinmann Dr
Ste 101

Germantown, WI 53022
262.255.1970 ext 201

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Director of Operations and Executive Assistant to:
Corey Fleisner, CLU, ChFC - Managing Director/Wealth Management Advisor

Heidi has been representing Northwestern Mutual since 2006. Heidi started as a Financial Representative Intern, and now works as the Director of Operations and Executive Assistant with Corey R. Fleisner, CLU®, ChFC®. She graduated from UW-Whitewater with a bachelor's degree in Finance, and with a commitment to excellence, Heidi has earned her CLU® and ChFC® designations. Heidi enjoys working with Northwestern Mutual and its dedication to put its client's best interest first.

Heidi lives in Watertown with her husband, Rob, and three children - Russell, Reed, and Lydia. In their free time, they enjoy taking walks, biking, and spending time with friends and family.

 
 Kyle J Gostomski

Kyle J Gostomski

Director of Recruitment and Selection
kyle.gostomski@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 252

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A Milwaukee-area native, Kyle, graduated from UW-Eau Claire in 2014, studying marketing. Kyle was in the Singing Statesmen Men's Choir as a Tenor I and was highly active in the Eau Claire Skaters Association where he helped raise money and gain support to building Eau Claire's First Public Skateboard Park.

Kyle first engaged with Northwestern Mutual in a professional sales class at his university, which sparked his interest, but he never acted on it. After working for both small and large companies in B2B Sales, as a Regional Sales Manager, and a Managed Services Recruiter/Relationship Manager, Kyle realized his true talents and passions involved helping others find a rewarding career.

He watched friends, classmates and colleagues develop their career with Northwestern Mutual - helping individuals, families, and businesses make a plan to reach and secure their personal, professional and financial goals. They were excelling in their careers, promoted into leadership roles, and still enjoying their personal and family life. After talking with the leadership team and advisors with the Blevons Group, he knows he could make the biggest impact with his gifts and talents here.

Kyle takes pride in knowing that he can help candidates go into business for themselves, control their income, become involved with impactful work and can be promoted by what they do over tenure or politics. Candidates can trust the backing of both a 161-year-old Fortune 100 company, and an accomplished local leadership team will provide all the necessary resources, training and technology to empower candidates to be successful when joining the Blevons Group.

Kyle and his girlfriend, Nikita, live in East Wauwatosa with their English Crème Golden Retriever, Klaus. They enjoy biking, fishing, kayaking, concerts and music of all kinds, and exploring new restaurants and breweries.

To learn more about our selection process, what our Firm looks for, and types of professionals Kyle works with, visit our Career Changer page.

 

 
 Claire Sniadajewski

Claire Sniadajewski

Director of Campus Recruitment and Development
claire.sniadajewski@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 224

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Claire graduated from UW-Stevens Point with a degree in Finance. While still in college, Claire joined Northwestern Mutual in early 2016 as a College Financial Representative. Claire now uses her mission and passion for impacting lives while recruiting top candidates to pursue their own career here at Northwestern Mutual through our Top Ten Internship Program.

 

Claire obtained her Life, Long-Term Care, Accident and Health, Insurance Licenses, and is eager to continue her education in financial planning.

 

Claire lives in Menomonee Falls with her boyfriend, Jake, and their dog, Baylor. Claire is very involved in the animal welfare community and dedicates a lot of her time volunteering at animal shelters locally and nationally. Outside of the shelter life, Claire enjoys spending time with loved ones and committing to physical fitness.

 
 Aaron D. Luccas

Aaron D. Luccas, BBA, ChFC®, CLU®, RICP®, CFP®

Wealth Management Advisor
aaron.luccas@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 222

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Aaron is a UW-Milwaukee graduate with a bachelor’s degree in Marketing and Finance and has been with Northwestern Mutual since 2009. Aaron’s goal in financial planning is to transfer the knowledge that he has acquired in his field to individuals and organizations that care about the health and wellbeing of their financial futures. He is meticulous in understanding his clients' goals, allowing them to make the best decisions possible.

In his free time, he enjoys spending time with friends, working out, playing the piano, golfing and singing with his family’s band. He enjoys volunteering with Susan G Komen, Salvation Army, and the Boys and Girls Club of America.

 

 
 Alexander L Lavold

Alexander L Lavold, RICP®, CLTC®

Field Director
alex.lavold@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 250

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Alex has been with Northwestern Mutual since 2009. He was introduced to Northwestern Mutual through his dad who was a long time Northwestern Mutual home office employee before retiring recently.

Alex loves spending time with his wife, Corey, and their families. His free time is spent enjoying sports, being outdoors, playing golf, frisbee, sailing or kayaking. Alex is an avid sports fan, supporting his favorite teams, which include the Green Bay Packers, Wisconsin Badgers, Marquette Basketball, and his alma mater Marquette University High School athletics.

Alex, Corey and their dog, Curly Lambeau, live in and are active members of the Wauwatosa community and their church.

 
 Brett F Templin

Brett F Templin

Financial Advisor
brett.templin@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 209

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Brett started with Northwestern Mutual in 1995 with the Home Office. In 1999, he became the Director of Recruiting for the Milwaukee-based Schwertfeger Group. Since 2002, Brett has been in his current position where he can truly make a difference in the lives of his clients. Brett currently resides in Cudahy with his four-year-old daughter, Keira. Brett is the biggest Chicago Bears fan in the world!

 
 Brian D Schellinger

Brian D Schellinger

Wealth Management Advisor
brian.schellinger@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 203

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Since joining Northwestern Mutual in 1995, Brian has been helping people by identifying both short and long-term goals for families and businesses.

As a fee-based advisor, Brian is compensated for the time and expertise put into designing and creating personal financial plans. Brian's comprehensive process helps people identify their financial objectives, prioritize these objectives, and establish a systematic means to help ensure that they are achieved. Under this fee structure, Brian has a responsibility to ensure the interests and goals of each client, making sure they are put first.

Brian's role with his clients goes beyond just providing expert guidance in the creation of financial plans. Rather than focusing on the "tactical" solutions, Brian works with each client on their Mission, Vision, Values and Goals - leading to "clarity". Many of Brian's clients have said that this unique, values-based, discovery process has helped them develop clarity around their goals for the first time in their life. Brian also helps his clients with the implementation of their plans through a combination of innovative brokerage or advisory product solutions.

In the end, Brian is paid to work with you to make sure your financial needs are met with care, expertise, and an understanding of each unique circumstance and individual goal. Together, Brian believes that everyone can agree on the appropriate fee structure based upon those needs and the specific services required.

Brian resides in Richfield, WI with his wife, Ann and two children - Elle and Chase. He also enjoys the outdoors at his cottage in Medford, WI.

 
 Jaime A Wiedmeyer

Jaime A Wiedmeyer, CLU®, ChFC®, CFP®

Financial Advisor
jaime.wiedmeyer@nm.com

My Networks: LinkedIn Facebook

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 220
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Jaime started his career with Northwestern Mutual in 2006 by participating in our renowned internship program. Upon graduating from UW-Milwaukee with a finance degree, he started as a full time representative in 2010. He now serves as a Financial Advisor in the Germantown office. Whether you are an individual, family, or business, Jaime is dedicated to providing his clients with the expertise to help them ensure they are able to reach financial security.

Jaime and his wife, Andrea, reside in Sussex, Wisconsin. In his spare time, Jaime enjoys traveling, being outdoors and anything sports related. He is very dedicated to his family and enjoys giving back to the community.

 
 Jake Menden

Jake Menden

Financial Representative
jake.menden@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 212

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Jake and his wife, Julie, live in Richfield with their son, Sawyer, and dog, Jack. Jake enjoys spending time with his family, and doing anything from taking walks, having zoo days, and even summer pool parties and BBQs. Jake enjoys hunting, and his wife enjoys anything else outdoors including fishing, making maple syrup, golfing, hiking, and spending time outside watching their son explore.

Professionally, Julie works in Talent Development focusing on facilitation and project management at Kohl's Corporate and love the environment and daycare for their son, Sawyer. Julie is a wonderful mother as her other "full-time" job. Jake comes from a Commercial Lending background with 6 years of commercial lending experience working with medium to large size, privately held companies in Southeast Wisconsin. Bringing the skills that he has learned from his time in banking has helped Jake get up and running quickly at Northwestern Mutual. Jake feels that he has a different level of expertise when talking with business owners and their staff. Julie and Jake were Northwestern Mutual clients prior to joining the team; they decided that if they trusted Northwestern Mutual with their family's financial future, then they could make a career out of sharing their story. They understand the power and impact that Northwestern Mutual and their advisor has on their lives, and Jake feels that it is an honor to now share that with others so that they can gain the same experience.

 

 
 James Fleurimond Jr

James Fleurimond Jr

Field Director
james.fleurimond@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 235
262.527.8441

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James has a gift for truly listening to his clients and understanding what it is that they want to accomplish for themselves and their families. He knows that working with a company like Northwestern Mutual will be a huge benefit when developing specific financial strategies for his clients.

Graduating from Concordia University Wisconsin, with one degree, a Bachelor of Arts in Education Studies and second one, a Master's of Science in Counseling Foundations, James knows that hard work can pay off, and he has translated that work ethic to his relationship with his clients.

While at Concordia, James was a member of the Falcons football team for five years, a team that was a three-time conference champion in the Illinois Badger Football Conference. James was also a member of the 2006 CUW Falcon undefeated conference season.

In his free time, James likes to spend time with his wife, Kristie, his friends, and his dog, Kami. An avid golfer, James also likes to play basketball, watch sporting events, and volunteer with various organizations.

 
 Jay R Luedtke

Jay R Luedtke

Financial Advisor
jay.luedtke@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 207
262.483.1612

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Jay enjoys working with businesses and young families to help protect and strengthen their financial futures. Jay knows that Northwestern Mutual has a deep tradition placing their policy owners' needs as a top priority and is excited to keep that tradition alive and strong with all of his clients.

In his free time, Jay enjoys hunting, fishing, exercising, and other outdoor activities. Jay currently resides in Grafton, WI with his wife, Jennifer and kids - Callahan and Piercen.

 
 Joseph C Sectzer

Joseph C Sectzer, CLU®, ChFC®, CASL®

Financial Advisor
joe.sectzer@nm.com

My Networks: LinkedIn Facebook Twitter

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 205

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In his thirty-plus years with Northwestern Mutual and working with business owners and professionals, Joe believes the most exciting aspect of the relationship is his ability to help his clients identify issues that could adversely affect their personal and business lives and provide strong financial solutions that are tailored to their needs and goals.

Joe has earned the ChFC®, CLU® and CLTC designations. Joe is a member of the following organizations:

Society of Financial Services Professionals (FSP)
National Association of Insurance and Financial Advisors (NAIFA)
Hispanic Professionals of Greater Milwaukee (HPGM)
Latino Entrepreneurial Network of Wisconsin (LEN)
American Jewish Committee and Board. Member of The Milwaukee Area Jewish Committee
Chair-Golda Meir Library, University of Wisconsin-Milwaukee, Special Collections Unit -Jewish Latin America

Joe is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Joe and his wife, Helen, reside in Mequon, Wisconsin. They have three children and three beautiful grandchildren. Additionally, he enjoys singing, which he does from time to time at local congregations and retirement communities. Joe's passion is spending time with his immediate and extended family.

 
 Joseph E Schumaker

Joseph E Schumaker

Financial Advisor
joseph.schumaker@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 266
262.250.1220

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Joseph joined Northwestern Mutual in August of 2015 after working for another financial institution. He works primarily in the Business and Estate planning marketplaces and enjoys using his expertise to help his clients develop a solution that is tailored to their specific needs.

Joseph has a bachelor's degree from Marquette University, and a Master's Degree from the University of Notre Dame and enjoys following the sports teams from both schools. Joseph grew up and continues to live in Washington County. When he is not at work, Joseph likes spending as much time as possible outdoors.

 

 
 Julie P Stepniewski

Julie P Stepniewski

Operations Associate
julie.stepniewski@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 204

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Operations Associate and Associated Financial Representative to:
Corey Fleisner, CLU, ChFC - Managing Director/Wealth Management Advisor
Rick Bartelt, CLU - Field Director/Wealth Management Advisor

Julie has been with Northwestern Mutual since 2012. She enjoys working together with Financial Representatives and their clients to ensure the highest level of customer satisfaction is achieved. Julie very much enjoys being a part of the Northwestern Mutual family and the feeling each day that she has been able to help enrich a client's life in one aspect or another. Julie is also the lead for Alex's Lemonade Stand Foundation in meeting our charitable goals.

Julie is married to Dan and has four children. In her spare time, she enjoys running, exercising, being outdoors and spending time with family and friends.

 

 
 Katie Anne Najarian

Katie Anne Najarian

Financial Representative
katie.najarian@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
920.887.7686

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Katie has been with Northwestern Mutual since 2017. She has a bachelor's degree in Elementary Education and Spanish from the college of St. Benedict in St. Joseph, MN. She believes her background in teaching provides a solid foundation for the type of work she does at Northwestern Mutual. Katie believes in building strong relationships with clients where they are the CEO of their own finances, she is merely a "Board Director" to help support and make recommendations.

Katie is the mother of three boys. When she is not educating clients on financial decisions, she is running her busy household, attending sports events or enjoying the outdoors. Katie is an active member of her church parish in Horicon, WI, and can provide client services in both Germantown and Beaver Dam.

 
 Kelsie Rose Schwab

Kelsie Rose Schwab

Financial Representative
kelsie.schwab@nm.com

W189N11100 Kleinmann Dr
Ste 101

Germantown, WI 53022
262.255.1970 ext 267
262.527.5060

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Kelsie has been working for Northwestern Mutual since 2017 after receiving a bachelor's degree in Finance from the University of Wisconsin Oshkosh. Being a member of Gamma Lota Sigma has helped build a strong foundation for her career at Northwestern Mutual. She has an empathetic and compassionate demeanor and loves having the ability to help families and individuals plan for their futures to help them get to a place in their lives of financial security.

In her free time, Kelsie enjoys spending time with her family and friends, and loves painting and traveling.  She is an avid hunter and loves to fish. She grew up in the Las Vegas, NV area, however, she currently resides in Wauwatosa and loves what Wisconsin life has to offer.

 
 Mark David Riebesehl

Mark David Riebesehl

Financial Advisor
mark.riebesehl@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 210

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Mark enjoys helping his clients create long-term plans to achieve their personal and financial goals. He enjoys working with conscientious clients of all ages, who view their financial plan as an integral part of their lives.

When he is not working, Mark enjoys spending time with his three children and wife in Elm Grove, WI where he is actively involved in the community.

 
 Meghan Marie Sutton

Meghan Marie Sutton

Associate Financial Representative

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 217

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Meghan is a UW-Oshkosh graduate with a bachelor's degree in Sociology. Meghan has a genuine love for people and helping them grow in any aspect of their lives.

Meghan is friendly, outgoing, and wears her heart on her sleeve. She is dedicated and passionate in all that she does, both at work and in her personal life. Meghan is excited to be a part of the Northwestern Mutual family and is extremely blessed to help others to achieve their dreams and goals.

In her free time, Meghan loves spending time with her husband, Evan, and their chocolate lab, Maddi. They enjoy various outdoor activities such as camping, hiking, kayaking, and attending WI sports events.

 
 Michael Wulff Jr

Michael Wulff Jr, CFP®

Field Director
michael.wulff@nm.com

My Networks: LinkedIn Facebook

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 213

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Mike started his career with Northwestern Mutual in November of 2010 after being a part of our Top Ten Internship Program.

Mike has been able to use his Finance degree from UW-Milwaukee to start building the career of his dreams. With a company who has a highly ranked training program and high financial strength ratings, backing the products and services he needs. Mike has been able to help individuals and business owners realize their dreams of financial security.

When he is not working, Mike enjoys softball, hunting, basketball, and watching live football. Mike and his wife, Robin, live in Slinger with their two sons, Everett and Edward.

 
 Richard W Lambert

Richard W Lambert

Financial Advisor
rick.lambert@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 237

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Rick joined Northwestern Mutual after graduating from UW-Madison in 1982. His journey with the company has been for his entire adult life. From the beginning, having the legendary Al Granum in his career school to now, 30+ annual meetings later have been a lifetime member of Million Dollar Round Table (MDRT). Rick is a 4th generation policy holder that started with his Grandfather in the late 1980’s.

Rick resides in Franklin with his wife, Melanie, and their dog, Becky. They enjoy spending time outdoors and vacationing in warm places. His son lives in Los Angeles, CA, where he is pursuing his music career.

 
 Rick Robert Bartelt

Rick Robert Bartelt, CLU®

Field Director
rick.bartelt@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 206
414.688.5907

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Rick has been representing Northwestern Mutual since 1999. Rick has established himself as a true professional in the Financial Services Industry. He has achieved recognition within the industry being awarded the National Quality Award in 2001, 2003-2010, and the National Sales Achievement Award in 2001, 2004 and 2007. Rick is also a member of the Million Dollar Round Table.

Rick lives in West Bend with his wife, Beth, and they enjoy spending time with their kids - Brooklyn, Reese, and Jake. In his spare time, Rick enjoys trap shooting, lifting weights, and sports. Rick enjoys the opportunity to build enduring relationships with clients through the planning process.

 
 Robert David Albert II

Robert David Albert II

College Unit Director
robert.albert@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 x 214
262.470.8579
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Rob was raised in the Lake Country area of Wisconsin. Rob was brought up through an excellent support system consisting of family, friends, teachers, and mentors. Rob attended St. Cloud State University in St. Cloud, Minnesota for his first two years of college then transferred to The University of Wisconsin-Milwaukee and received his bachelor's degree with a major in finance from the Lubar School of Business.

Rob currently resides in Wauwatosa and loves the area. In Rob's free time he enjoys golfing, spending time on the lake, visiting his cabin, attending Wisconsin sports events, managing a few apartment complexes, networking, as well as trying new restaurants in the Milwaukee metro area.

Rob is an active volunteer in his community and is also an advocate for charitable events ranging from coaching his former high school wrestling team to volunteering with Alex's Lemonade Stand which provides funding for childhood cancer research. Rob feels blessed every day to be able to help others achieve their financial goals and dreams.
 

 
 Roosevelt Brandon Parker III

Roosevelt Brandon Parker III

Financial Representative
brandon.parker@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 208

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Brandon is a coach at heart. Previously a College Football coach, he enjoys working with people to help them set and achieve their goals. He understands working for a company like Northwestern Mutual will allow him to have a large impact on families as they plan for different life stages.

As a graduate of Concordia University with a Bachelor of Science in Athletic Training and a Master's of Science in Higher Education Administration, Brandon strives for excellence and understands what it means to truly be diligent in whatever he sets his mind to do.

Brandon is a family man who enjoys spending time with his wife, Krista, sons, Cameron and Colton, and their dog, Wrigley. His hobbies include golfing, fishing, basketball and frisbee.

 
 Shirley A McFarlane

Shirley A McFarlane

Financial Advisor
shirley.mcfarlane@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 216

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 Shirley enjoys working for Northwestern Mutual since the organization gives her the opportunity to teach people how to accomplish financial security.

Shirley has four children, and in her spare time, she likes to read and watch classic movies.

 
 Thomas J Kiernan

Thomas J Kiernan

Financial Advisor
tom.kiernan@nm.com

My Networks: LinkedIn

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 243
414.885.4353
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Tom has been with Northwestern Mutual since January of 2017. His previous career as a Day Trader and a Pilot were an ideal foundation for his career as a Financial Representative.

Tom has great attention to detail, good listening skills, and knows how to make you feel at ease. He enjoys helping his clients realize their goals and dreams. Tom is effectively supported by a team whose teamwork and professionalism will help him build long-term relationships with his growing client base, while providing excellent customized financial planning solutions.

Tom and his wife, Kara, reside in Hales Corners, WI. Away from work, he enjoys spending time with family and friends, volunteering in the community, hiking, traveling, and sailing.

 

 

Brian P Barney

Financial Representative
brian.barney@nm.com

W189N11100 Kleinmann Drive
Suite 101
Germantown, WI 53022
262.255.1970 ext 261

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Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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