Cale Joseph Jakusz
Financial Advisor|CFP®, ChFC®
Your goals, your plans, our mission.
Meet our Team
Our team believes that you deserve an advisor who creates goal-centered plans and figures out the best way for you to achieve those goals regardless of what products they offer. Our team is inspired by your goals and strives to deliver a first-class experience that helps you achieve them faster and with less stress.
Cassandra Thompson
Marketing and Client Relations Specialist
Previously practicing musical theatre and dance at the University of Minnesota Duluth and a keynote speaker, Cassandra is currently pursuing her Marketing Degree at University of Wisconsin-Stevens Point. She joined Northwestern Mutual as a Marketing and Client Relations Specialist in 2024.
Cassandra brings to the team her enthusiastic outlook and strong communication and marketing skills that she has gained throughout her career. She makes sure that the team always has their best foot forward in networking and the digital space, ensuring that Cale has more time to spend working directly with clients.
When not supporting the team, you can find Cassandra dancing at the DDH Dance Academy in Wausau, kayaking, cooking, and pursuing her love of sharks.
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.
Walter Roth
CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor
Together with my team, we ensure that your goals are translated into a plan designed for you. We prepare for various scenarios, we review, and we revise when we need to. We partner with specialists, such as CPA's and attorneys, to ensure every aspect of wealth accumulation also has a distribution strategy. As your Wealth Management team, we are here for you and the generations that follow you.
Want to join our team?
We're Hiring!
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