Get to know my dedicated team

Our team takes customer service seriously.  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 Wealth Management Advisor Zach Evans

Zach Evans

Associate Wealth Management Advisor

In March 2016, Zach Evans started with Northwestern Mutual, as a College Financial Representative. In 2018, Zach joined Chuck’s practice. In his current role, Zach works with clients in the investment and planning space.

In 2017, Zach married his high school sweetheart, Emily. Zach and Emily have one son, Beauden (Beau), and one daughter, Margaret (Maggie). Zach & Emily also have two Catahoula Leopard dogs, Arlo and Frankie. They reside in Port Washington, WI.

Zach attended the University of Wisconsin-Whitewater where he earned his Bachelor’s Degree in Finance. He also holds his Series 7, 6, and 63 licenses.

In Zach’s free time he enjoys spending time with his family, friends, and dogs. Zach loves being outdoors golfing, fishing, doing yard work, and other various DIY projects. Zach is an avid Wisconsin sports team fan (Packers/Bucks/Brewers/Badgers) and is always ready to tailgate. When Zach isn’t at home, he likely can be found spending time at his family’s cabin.

Photo of Associate Wealth Management Advisor Katie R Rickert

Katie R Rickert

CLF®, CLU®

Associate Wealth Management Advisor

While attending the University of Wisconsin-Milwaukee, Katie Rickert joined Northwestern Mutual as a College Financial Representative. After holding numerous roles, including New Rep Support, Office Manager, and Chief Operations Officer, she joined Chuck's team in June 2023.  

Katie currently holds her Series 6, 63, 26, &7.  She holds two professional designations: Chartered Life Underwriter (CLU) & Chartered Leadership Fellow (CLF).  She was nominated for and completed NM's Women's Leadership Program.  

Katie is married to Jeff.  They have one daughter, Claire. In 2022, they welcomed Jack, a German Short-haired Pointer to their family - life hasn't been the same since!  When she isn't busy shuttling Claire to and from sports practice and 4-H meetings, Katie enjoys reading, music, and camping.  She served as Director with her county's 4-H Executive Board and is an active leader with the Cloverbud committee.  She is also active with their church's Board of Missions.