charlene.zess@nmfn.com

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.

How can Char help you?

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

patty.brisotti@nmfn.com

As a graduate of Siena College in Loudenville, New York, Patty has been with the Network since 1994. 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.

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

Ross attended Lawrence University in Appleton, WI for four years before going to work for Lawrence’s Development Office in 2007. There, as an assistant to the Assoc. VP of the Major and Planned Giving Dept., Ross worked gained a knowledgeable background in estate planning, scholarships, and charitable annuities and trusts. After relocating to Milwaukee, WI in 2009, Ross began working for Northwestern Mutual’s Home Office in the Field Compensation and Planning Division. After a short tenure there, Ross moved into the field, and began his career as Laura Bouslough’s Associate Financial Representative. On the side, Ross stays active in his community as a saxophonist with many regional music ensembles. 

• In direct contact with Representative Laura Bouslough
• Process insurance applications, conversions, annuities, and non-forfeiture options
• Field clients’ questions
• Create policy illustrations and presentations
• Schedule client meetings