Get to know our dedicated team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Photo of Director of Operations and Client Service Cristy J Marchis

Cristy J Marchis

Director of Operations and Client Service

Cristy is motivated each day to improve the well-being of those around her.  She takes a compassionate, contemplative approach to meeting the needs of others in her professional and church-leadership work. In her “free” time, she enjoys cheering for her kids on the volleyball court, practicing yoga, and cooking plant-inspired meals for family and friends.

How can Cristy help you?

  • Answering service-related questions

  • Scheduling reviews and appointments

  • Providing guidance in effective use of Northwestern Mutual's client technology

  • Overseeing client communications

Photo of Director of Financial Planning Elliot P Borge

Elliot P Borge

CFP®, RICP®, ChFC®

Director of Financial Planning

Elliot is driven by a desire to help people discover and implement their personal values.  Before joining Northwestern Mutual in 2021, he earned an undergraduate degree in economics and gained investment experience with a large ETF manager.  Outside of work, you’ll find Elliot sipping a cappuccino with a biography in hand, having fun with his wife and friends, and frequenting pickleball courts across Chicagoland.

Photo of Investment Services Anthony Wegman

Anthony Wegman

Investment Services

Anthony is grateful he gets to help people live the life they want, free from financial burden through
effective planning. He transitioned into finance after serving in college ministry for 3 years post-graduation.
Away from the office, he spends quality time with his wife and baby daughter, cooks fresh Italian meals,
plays cards (euchre anyone?) and lives out his faith with his church community.