Eric Jörg Neumann

Ian Joined our team in 2022.  He graduated from the University of South Carolina and has 7 years of experience with Northwestern  Mutual as a financial advisor.  Ian is here to assist in providing a warm and inviting experience by helping the families and businesses we work with.

Ian currently holds his life, accident and health licenses, series 6, 63 and 7 investment registrations, as well as his RICP designation.  He is currently in the process of procuring his CLU designation.  When Ian is not working, you will find him trying new restaurants, coaching high school hockey or playing hockey himself.

Kathryn has been helping clients facilitate and navigate the application and Underwriting process of our clients since 2019. She provides you with timely, detailed updates, working to ensure a smooth, informed administrative process throughout your financial planning experiencing. It is her privilege to assist both new and existing customers in the servicing and maintenance of their financial products and accounts. She has a background in Shakespearean theater, spoken word and a Bachelor’s Degree in Business Administration. In her spare time, she enjoys reading, bowling and poetry slams. Please reach Kathryn at 847-663-7771 or at kathryn.bardlett@nm.com