Associates

There are over 70 Financial Representatives at our Network Office in the Greater Milwaukee Area. Below we have hightlighted those within the Downtown Office. To view more profiles please visit:

North Shore | www.northshoremilwaukee.nm.com

Park Place | www.parkplacemilwaukee.nm.com

Waukesha | www.waukesha.nm.com

Elm Grove | www.elmgrove.nm.com  

 

 

 

 

 
 Alex M Marchan

Alex M Marchan, CLTC®

Field Director
alex.marchan@nm.com

My Networks: LinkedIn Facebook

Alex Marchan has been with the firm since 2009 when he was recruited as College Financial Representative.

 

While in the program, he achieved many honors; Summer Lives winner, Winter Camp Qualifier, Target 20, and was the Top 50 of interns in 2010-2011. Alex was offered a full-time contract before heading into his senior year of college and accepted upon graduation. He graduated with a degree in Human Resource Management from University of Wisconsin-Oshkosh in 2011.  Within his first six months of his full time contract, Alex achieved Pacesetter 40. He has since wrote 150 lives per year and he qualifies for the new client bonus every year. He has recently qualified for MDRT for the first time, and looks to do Lives Leader Summit. He has also been nominated into the leadership development program and is now a Field Director who oversees the college program and also helps select full time Financial Advisors.

 

Alex strives to recruit and develop a team of his own to help grow the firm by becoming a Growth and Development Director, and looks to be a District Director or Managing Director in the future. On top of his work within the firm, he is on the Southeastern Wisconsin NAIFA board, and currently is the Treasurer and YAT Chair.

 
 Allen E Beranek

Allen E Beranek, CLU®, RICP®, CASL®

Wealth Management Advisor
allen.beranek@nm.com

My Networks: LinkedIn Twitter

 
 Bradley J May

Bradley J May, CLTC®

Financial Advisor
bradley.may@nm.com

My Networks: LinkedIn Facebook

 
 Brett Heaton Juarez

Brett Heaton Juarez, CLTC®

College Unit Director
brett.heatonjuarez@nm.com

My Networks: LinkedIn Twitter

 
 Chuck Wierschem

Chuck Wierschem, CFP®, CLU®

Life Insurance Specialist
chuck.wierschem@nm.com

My Networks: LinkedIn

While growing up, Chuck Wierschem always had a dream of starting and building his own business as well as an inherent desire to help people.  Being financially secure is very important to most people and Chuck enjoys helping his clients to attain this security.  Through a personal planning process, Chuck strives to know his clients and analyze their situation, working with them as if it was his own family or business.

Chuck believes that it was a true blessing to come across Northwestern Mutual at such an early point in his career.  He believes that the attitude of Northwestern Mutual is in line with his own attitude in life, "...to always do what is right for the policyowner!"  Chuck cherishes the relationships that have been built with his current clients and looks forward to building many more new relationships during his career.

A lifetime resident of Wisconsin, Chuck Wierschem was raised by his two wonderful parents, Tom and Becky and he grew up with three younger sisters, Katie, Betsy and Amy.  Chuck was married in July 2005 to Michelle and they now reside in Wauwatosa, WI.  In June 2007, Chuck and Michelle were blessed with a daughter, Madysen Elizabeth, and a son, Jackson, in 2013.  Chuck looks forward to watching Jackson and Madysen grow up to be fine young men and women.  Someday, he hopes to be retired, spending his time traveling with Michelle as well as golfing, playing poker, and spoiling his grandchildren.  His hobbies include softball, golf, poker, darts, and collecting Paul Molitor memorabilia. Chuck enjoys cheering on the Brewers, Packers, and his various fantasy sports teams.  He also enjoys volunteering at the Bradley Center, playing trumpet for weddings and other church services and he serves on the board of directors for the Kettle Moraine Lutheran High School Foundation.

 
 Daniel F Madigan III

Daniel F Madigan III, CLU®, ChFC®

Financial Representative
daniel.madigan@nm.com

Dan began his career with Northwestern Mutual in July of 1968. Throughout his four decades of service, he has impacted the lives of many and created lasting irreplaceable relationships. Dan has a relentless passion for Northwestern Mutual and helping people. His priority has always been, and will always be, commitment to his clients.

Dan has qualified for Northwestern Mutual’s 5 Lives Club for 40 consecutive years and is No. 1 in the Northwestern Mutual system for doing so. He is also the leader in his Network office in terms of consecutive weekly production, with more than 39 years of doing so.
 
Dan’s consistent activity patterns and positive attitude set him apart and make him an exemplary role model. This has resulted in him achieving these amazing milestones.

 
 Earl Steven Sadowsky

Earl Steven Sadowsky, CLU®

Financial Representative
earl.sadowsky@nm.com

My Networks: LinkedIn

 
 Gina Nicole Pagan

Gina Nicole Pagan, CLTC®

Financial Advisor
gina.pagan@nm.com

My Networks: LinkedIn

While attending Marquette University, Gina Pagán joined Northwestern Mutual as a Financial Representative Intern in the spring of 2009. During her time in the internship, Gina realized her passion for helping people achieve their goals and dreams. As a Fiancial Representative Intern, she was a Target 20 and Power of 10 qualifier, which recognizes the top 3% of all interns throughout the country.  Both years Gina was an intern, our Network Office's internship was recognized as one of the top ten agencies in the nation. She continues to develop current interns as a College Unit Director. Upon graduation, Gina converted to a full-time Financial Representative after two years of test driving the career in the internship program. Since her conversion, she has achieved Pacesetter First 40 and was invited into the Leadership Development Program. Every day, Gina makes an impact in her community by helping her clients attain what is most important to them.

Gina Pagán grew up in the western suburbs of Chicago, and then attended Marquette University in Milwaukee, Wisconsin to pursue a degree in Business Administration – Marketing and Information Technology. While at Marquette, she rowed for their women's team for four years and was an Ignatius Scholar recipient. As an alum, Gina gives back to the rowing program as a coach for the Novice Women's squad.

Outside of work, Gina resides in Brookfield and enjoys all things rowing, being a bit of a tech geek, and spending time with family and friends.

 
 James Benjamin Bell Jr

James Benjamin Bell Jr

Field Director
james.bell@nm.com

My Networks: LinkedIn

 
 Keith Llanas

Keith Llanas, J.D.

Financial Advisor
keith.llanas@nm.com

Keith Llanas, J.D. attended the University of Wisconsin-Madison and the University of Wisconsin Law School.  After briefly working as a lawyer, Keith began a new career with Northwestern Mutual. Keith has always believed in saving money and investing his money strategically, and has gained satisfaction helping his clients do the same. Keith’s special areas of expertise include insurance, investments, and business and estate analysis.

Keith is a native of Milwaukee and an avid supporter of all Wisconsin sports. He currently resides in the Third Ward and enjoys spending time with those closest to him.

 
 Kurt Duane Smith

Kurt Duane Smith, CFA®

Financial Representative
kurt.smith@nm.com

My Networks: LinkedIn Facebook

 
 Lane A Barkstrom

Lane A Barkstrom, CFP®, CLU®, CLTC

Wealth Management Advisor
lane.barkstrom@nm.com

My Networks: LinkedIn

 
 Matthew Robert Pilling

Matthew Robert Pilling

Financial Representative
matthew.r.pilling@nm.com

My Networks: Facebook

 
 Melissa K Petersen

Melissa K Petersen, CLU®, ChFC®, CASL®

Financial Advisor
melissa.petersen@nm.com

My Networks: LinkedIn

Melissa Petersen joined Northwestern Mutual in December of 2001 as a College Financial Representative while attending the University of Wisconsin – Green Bay. As a fulltime financial representative, Melissa achieved Pacesetter First 40, Pacesetter Second 60 and the Bronze award. Melissa is a member of our leadership development program and she plays a very active mentoring role with new financial representatives.

Melissa has actively pursued continuing education opportunities throughout her career. Most recently, she achieved her Chartered Life Underwriter (CLU®) designation in February of 2008.

 

Phillip James Hicks

Wealth Management Advisor
phil.hicks@nm.com

 
 Richard Bruce Walters

Richard Bruce Walters

Financial Representative
richard.walters@nm.com

My Networks: LinkedIn

 
 Rose E Purpero Spang

Rose E Purpero Spang

Financial Representative
rose.spang@nm.com

 
 Steven J Koppel

Steven J Koppel, J.D., CLU®, ChFC®

Long Term Care Specialist
steven.koppel@nm.com

My Networks: LinkedIn

Steven J. Koppel, JD, CLU®, ChFC® is the Long Term Care Specialist for our Network Office in Milwaukee, Wisconsin. Steve assists financial representatives and their clients in designing and implementing strategies for paying the cost of Long-term health care. Additionally, he is a pioneer in use of Long-Term Care Insurance as an employee benefit.

He is the past president of the Milwaukee Estate Counselor’s Forum and the Milwaukee Chapter of the Society of Financial Service Professionals. Steve served on the Board of Directors for the Milwaukee Jewish Home and Care Center from 1999-2008. 
 
Steve graduated, from the American University with honors in 1973, receiving his B.A. in Political Science. In 1976, he earned his J.D. from Ohio Northern University. He joined the Northwestern in 1978.

 
 Steven R Gardiner

Steven R Gardiner, CPA, CLU®, CFP®, AEP®, RICP®

Wealth Management Advisor
steven.gardiner@nm.com

My Networks: LinkedIn

Steven is the Director of Estate and Business Planning for our Milwaukee Network Office. Steven's special areas of expertise include executive compensation, retirement benefits, business transition planning, personal needs analysis and estate analysis.

Prior to joining Northwestern Mutual, Steven worked for a major public accounting firm where he established and directed a national life insurance products consulting practice. During his eleven years in public accounting, Steven provided life insurance consulting services to several hundred corporations, including many Fortune 500 companies. In addition, Steven regularly assisted major life insurance companies with product marketing strategies and conducted numerous seminars on advanced life insurance planning. Steven also provided comprehensive financial planning services to key executives of major corporations.

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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