Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Planning Manager Maia Guilloty-Zordell

Maia Guilloty-Zordell

B.S.

Planning Manager

Maia plays a key role in ensuring our clients receive personalized financial strategies by helping tailor plans to fit their unique needs. She also oversees the insurance underwriting process, managing the details to ensure a smooth and efficient experience.

Photo of Investment Operations Associate Jesse Short

Jesse Short

Investment Operations Associate

Jesse is an integral part of our team, specializing in onboarding investment accounts and managing back-office operations. With a strong attention to detail and a commitment to efficiency, he ensures that all paperwork, account setup, and administrative processes run smoothly behind the scenes.

Get to know my dedicated Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Founder and CEO Mark D Schuchardt

Mark D Schuchardt

CFP®, WMCP®, RICP®, AEP®, CLU®

Founder and CEO

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Photo of Private Wealth Advisor Zach Burton

Zach Burton

Private Wealth Advisor

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Photo of Financial Advisor Andrew B Cook

Andrew B Cook

ChFC®, RICP®

Financial Advisor

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