Teamwork Makes the Dream Work

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 Associate Financial Representative Adam E Doklovic

Adam E Doklovic

Associate Financial Representative

Having spent his childhood in Mansfield, Ohio, Adam moved to Columbus in 2010 to attend The Ohio State University. Following various post-college roles, he became a client of Northwestern Mutual, leading him to join Cale's practice as an associate in 2019.

Since then, he has developed extensive knowledge in  financial planning, insurance, and investment operations. 

Adam is highly accountable & detail-oriented; he applies his expertise and thoughtfulness to all aspects of the work he provides. He always strives to be a resource for others and to provide a positive influence to his colleagues, clients, friends, and family.

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 Wealth Management Advisor Matthew E Beeghley

Matthew E Beeghley

CFP®, ChFC®, RICP®, CLU®, CAP®

Wealth Management Advisor

  • The Ohio State University –  MBA
  • The Catholic University of America
  • Life / Health Insurance Licenses
  • FINRA Series 6, 7, 63

Expertise:

Matt started his practice at Northwestern Mutual in 2010 after banking and bookkeeping for six years and completing his MBA. First working for large banks, then starting a bookkeeping practice serving small businesses, he continued to expand his firm for that market.

Approach:

Matt’s practice is founded on building trusting relationships, comprehensive planning, and continuous improvement. He believes lifelong learning allows him to bring fresh perspectives to his clients. As a servant-leader, Matt puts his others' best interests first while helping them understand and act upon a collaborative plan.

Fulfillment:

Matt lives with his wife, Julie, in German Village of Columbus, OH. They enjoy hiking, gardening, and attempting to keep up with their Greyhound rescue, Minnie. He also enjoys watching soccer and Australian Rules Football.

Photo of Founder and Private Wealth Advisor Brandon D. McIntyre

Brandon D. McIntyre

CFP®, CLU®, RICP®, WMCP®

Founder and Private Wealth Advisor

After interning during his senior year of college, Brandon McIntyre officially joined the Northwestern Mutual family in July 2009. He is currently a Wealth Management Advisor and Field Director, assisting new Financial Representatives with development.

Brandon graduated from The Ohio State University Fisher College of Business with a B.B.A. in Marketing. He has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and the Chartered Life Underwriter (CLU®) professional designation. Brandon is an active member of the Million Dollar Round Table (MDRT) and National Association of Insurance and Financial Advisors (NAIFA). 

Photo of Founder & Wealth Management Advisor Jon D. Cross

Jon D. Cross

CFP®, CLU®, ChFC®

Founder & Wealth Management Advisor

Jon D. Cross graduated in 2003 with a B.A. from the University of Mount Union in Alliance, OH. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, one of the most respected and prestigious professional designations in the industry. As a CFP® professional, Jon is held to the highest ethical and professional standards. Jon also holds the Chartered Life Underwriter CLU® and Chartered Financial Consultant ChFC® designations from The American College which are specialized post-graduate credentials in the fields of estate and business financial planning. Jon also holds his FINRA Series 6, Series 63, Series 65, Series 26, and Series 7 registrations.