Get to know our dedicated team

We truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication, and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

Photo of Wealth Management Advisor and Co-Founder Eric D Sheldon

Eric D Sheldon

ChFC®, RICP®, CLU®, CLTC®

Wealth Management Advisor and Co-Founder

Our passion is working with clients to help them achieve their own version of financial security. My team and I focus on providing solutions with the highest level of service possible. We realize that every client is different because everyone's circumstances and views on financial security are different. My goal is to impact and benefit as many lives and families as possible!
Photo of Katherine Lawson

Katherine Lawson

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 Russell K Schwartzbeck

Russell K Schwartzbeck

CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor

Photo of Wealth Management Advisor Stephen P. Feehan

Stephen P. Feehan

MBA, AEP®, CLU®, CFP®, CPWA®

Wealth Management Advisor

Stephen P. Feehan joined Northwestern Mutual in 1998. As a Wealth Management Advisor, Stephen’s objective is to bring an integrated approach to financial planning on behalf of his clients. He holds a B.S. in Economics and an MBA — Masters in Business Administration. He holds several other designations including the CFP® (CERTIFIED FINANCIAL PLANNER TM) and CPWA (Certified Private Wealth Advisor®).

Photo of Financial Advisor Charlie Hanna Diehl

Charlie Hanna Diehl

RICP®

Financial Advisor

My Team and I will develop detailed attention to you and your financial goals. Taking the time to understand and become acquainted to each individual and their future helps in implementing a strategic plan for long-term success.

About me

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline