My Team
My staff and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.
Stephanie L Serati
Erik R Krueger
Erik has worked with Northwestern Mutual since January 2013, and acquired his Series 7 & 66, life and health insurance licenses, and recently passed Level I of the CFA exam. As an integral part of our planning team, he effectively applies his investment knowledge and skills with planning software within Northwestern Mutual to help create comprehensive financial plans.
Alexis N Chase, B.S.
Alexis has worked with Northwestern Mutual since August 2012 and acquired her life and health insurance licenses as well as her Series 6 and 63. As an expert on our investment team, she works to onboard new accounts and provide a personalized client experience. She also assists with communication and new client account analysis, bringing a high level of efficiency to the onboarding process.
