Char joined the Northwestern Mutual Financial Network in January 2004. As Office Manager for Laura's team, Char is at the forefront of office relations to help guide and service clients' needs.  Also as Laura’s trusted friend of 20+ years, Char shares in all of Laura’s experiences both business and personal.  Char recognizes how important each client is to Laura and holds high her obligation to provide quality client care to all.

How can Char help you?

• Schedule appointments
• Expedite owner/beneficiary change requests 
• Facilitate premium payments 
• Update client information 
• Schedule insurance exams

Char and her husband, Ken, have been married for 34+ years.  She is of mother of three; Daniel (28), Sam (20) and Erin (18).  Char is also a grandmother of three; Makenna (4), Greyson (2) and Jackson (6mons).  Char loves to cook for her family and spends any free time with her children and grandchildren.  Char and Ken are both activity in their community by volunteering for the East Troy High School Sports Booster Club.  Her children share her same kind ambition by volunteering not only in their own community, but also nationally.   

Keri is the newest member of our team.  She joined the Northwestern Mutual Financial Network in October 2011.  As a graduate of the University of Milwaukee - Wisconsin, Keri has an extensive background in providing quality client service for nearly 13 years.  Having just made the transition from working in the medical field as an Executive Assistant, Keri fully understands the importance of being prepared for all of life’s unexpected events. 

How can Keri help you?

• Schedule Appointments
• New Business Coordinator
• Expedite New Policy Applications
• Analyze Current and New Policy Options
• Design and Prepare Client Policy Portfolios

Keri is a Racine native, but currently lives in Oak Creek.  She is the proud aunt to her adorable niece, Taelyn (2).  She enjoys spending all of her free time with her family and friends.  Keri loves to entertain, travel and participating in outdoor activities such as: golfing, softball, volleyball, water sports and camping.     

As a graduate of Siena College in Loudonville, New York, Patty has been with the Network since 1994.  In March 2011, Patty joined Laura’s team as her Client Service Manager.   Patty's insurance background is extensive, having worked as a Policyowner Service Representative, as well as a Life Underwriter in the Home Office of Northwestern Mutual.  As a client service specialist, Patty understands that all information requested by a client must be delivered accurately, punctually and explained thoroughly to insure that the client understands all aspects of their policy. 

How can Patty help you?

• Provide split dollar and in-force policy reports
• Answer ISA billing questions
• Supply policy values for clients and corporate auditors
• Analyze policy designs
• Provide client summary statements via email

Patty and her husband, Keith, have been married for 20 years.  She is the mother of an adorably talented little girl, Emily (11) and one spoiled golden retriever, Luna.  Patty is originally from New York and has lived in Richmond Virginia, St. Louis Missouri and Milwaukee.   Patty enjoys spending her spare time with her daughter, reading and getting to the beach whenever she can.