Management Team

T.E.A.M. – Together Everyone Achieves More

As the Managing Partner of the greater Milwaukee Network Office, Steve Holter firmly believes in the T.E.A.M. concept. It was with this focus in mind that Steve formed his Leadership Team on October 1, 2007. The vision of our Leadership Team is simple: “Be the best.” Steve adds, “Every day we are working together to be a premier financial security organization. Every decision is made with the intent of being the best. That is what we are excited about building.”

 
 Alex M Marchan

Alex M Marchan, CLTC®

District Director
Office 414-615-1888

My Networks: LinkedIn Facebook

Alex Marchan is the District Director of the downtown office. Alex has been with the firm since 2009 when he was recruited as an intern. Alex was offered a full-time contract in 2010. 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 written 150 lives per year and he qualifies for the new client bonus every year. He qualifies for MDRT annually, and looks to do Lives Leader Summit. He has built a Financial Planning practice of which he works with young professionals, families, and also in the pre and post retirement market. He has been in the leadership development program since 2012 and has helped grow the firm by selecting advisors to join this amazing career. In addition to that, Alex also strives to help the Downtown office be one of the best in the country, and a great place for people to work.

Alex and his wife Amanda, live in Waukesha, WI and welcomed their daughter Ensley in May 2019. In his free time, Alex enjoys traveling, working out, staying active, golfing and drinking wine.

 

 
 Christopher David Carlson

Christopher David Carlson

Managing Director
Office 414-389-8930

My Networks: LinkedIn Facebook

Christopher Carlson joined Northwestern Mutual in 2007.  He began his career as a Financial Representative where his focus was building financial security for his clients. Chris is now an active member of the Leadership Team and currently serves as a Managing Director where he provides his knowledge and background skills to grow successful Financial Representatives in the business.

Christopher achieved Power of 10 as a college intern, along with Pacesetter 40 and Pacesetter 60 as a full-time Financial Representative (2010).  He was also in 9th place for the Mike Gish Award (2012). He has achieved MDRT (Million Dollar Round Table: Qualifying Member 2012) in his career and has also qualified for Lives Leader Summit. He focuses on working with sales executives, banking professionals, medical professionals, and the dentistry market.  His strengths in the business are high activity, persistency, resiliency, and the ability to relate and listen to others.

Chris grew up in Cedarburg, Wisconsin. He graduated from Lawrence University in 2009 with a Bachelors of Arts in Psychology and a minor in Economics. In college he participated in both the soccer and golf teams. He has been involved with Big Brothers Big Sisters, and he also volunteers at his church leading a group of fifth graders. Chris, his wife Cassie and their two children, live in Mequon. In his spare time Chris enjoys being outdoors, watching sports, and playing golf.

 
 Daniel G. Krivos

Daniel G. Krivos, CLU®, ChFC®, CLF®, CASL®, RICP®

Managing Director
Office 262-439-6070

My Networks: LinkedIn Facebook

Daniel G. Krivos has been a Northwestern Mutual Financial Representative since October 24, 2000 and is the Managing Director of The Krivos Group in Elm Grove, WI. He was attracted to Northwestern Mutual because of the ability to positively impact the lives of his clients every day. He enjoys helping his clients achieve their financial security goals by offering appropriate solutions through in-depth fact-finding and relationship building. Dan is passionate about recruiting and developing Financial Representatives and plays an integral role in our Network Office's Leadership Development Program.

Dan is involved with the National Association of Insurance and Financial Advisors (NAIFA) and was a 2011 qualifying member of the Million Dollar Round Table (MDRT). He earned his Bachelor of Business Administration from the University of Wisconsin – Whitewater and currently lives in Waukesha with his wife, Sarah, their three children Nolan, Everly and Addy, and dog Hailey. 

 
 James P Grogan

James P Grogan, CLU®

Managing Director
Office 414-358-5100

My Networks: LinkedIn Facebook

Jim, a native to the Milwaukee area has over thirty years of experience in the financial services industry with twenty 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.         

 
 Matthew J Rewasiewicz

Matthew J Rewasiewicz

Managing Director
Office 262-409-4839

My Networks: LinkedIn Facebook

Matthew Rewasiewicz started his career with the Northwestern Mutual as a college financial representative and accepted a full-time position in August of 2008. As a Financial Representative with Northwestern Mutual, Matt is currently an active member of the Leadership Team. Matt started as a team captain with the College Financial Representative Program, and currently serves as Managing Director where he develops new financial representatives into highly professional and successful individuals. Matt is the Managing Director of the Waukesha District Office. 

After earning his Bachelor’s degree in Consumer Affairs in Business from the University of Wisconsin-Madison, Matt was drawn to a career as a Northwestern Mutual Financial Representative when he interned at their network office during college. As a Financial Representative, Matt has achieved Power of 10, Pacesetter First 40 and Second 60 in 2009, and is one of the top new client producers in the Network Office. Matt also achieved Million Dollar Round Table Qualifying Member in 2012. He focuses on working with individuals in the medical field, married couples, young families and entrepreneurs. He deeply enjoys the ability to impact the lives of others and help clients achieve their financial security.

Matt grew up in South Milwaukee, WI. Matt and his wife Nicole currently live in Franklin, WI with their daughters Ava and Addison. They look forward to growing as a family and becoming more active in the Franklin community. In his free time, Matt enjoys playing sports including basketball and soccer, and loves cheering on the University of Wisconsin Badgers and the Green Bay Packers.

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

Learn More arrow

Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

50 year anniversary banner
 

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