Get to know my dedicated team

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 Financial Planning Assistant Julie Davies

Julie Davies

Financial Planning Assistant

Julie graduated from Indiana University with a bachelor’s degree in Elementary Education.  Prior to joining George’s team in December 2019, she worked in sales and was a stay at home mom.  Julie is responsible for many of the behind the scenes operations including applications, underwriting and client service.  Julie lives in Menomonee Falls with her husband Ryan and two children, Owen and Audrey.  In her free time, she enjoys doing Crossfit, playing trivia and spending time with friends and family.

Photo of Financial Planning Assistant Carly Doome

Carly Doome

Financial Planning Assistant

Carly works as client support and scheduling for George's team. She is currently a Junior at Oak Creek High School and very actively involved within her community as the president of the Oak Creek High School Junior Optimist Club and a local titleholder within the Miss America Organization. In her free time, she enjoys hunting, dancing, cooking with her mom, and spending time with her friends and family.

 

Photo of Financial Representative Intern Jasmine Peck

Jasmine Peck

Financial Representative Intern

Jasmine is a College Financial Representative at Northwestern Mutual and recently qualified for an elite intern training program among her peer group across the US. She is a Junior at UW Madison and actively participates in the Miss America Organization.

Photo of Associate Wealth Management Advisor Kyle Michael Schulz

Kyle Michael Schulz

Associate Wealth Management Advisor

Kyle is a graduate of UW Parkside with a Bachelor’s Degree in Business with a finance concentration. Kyle is a previous NM intern that brings experience with developing financial plans. He has also worked in Global Supply Chain and provided operational support to other financial services companies. When he’s not hard at work you might see Kyle out for a run in the downtown Milwaukee area, playing golf, or spending time with his girlfriend Danielle. He’s also a huge sports fan (Bucks, Brewers, & Packers). He helps George will all aspects of investment operations.

 

 

Kyle assists with all aspects of investment operations for George's team

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 Darrin Englebert

Darrin Englebert

CFP®, RICP®

Wealth Management Advisor

Darrin Englebert has been named a 2022 Forbes Best in State Wealth Advisor, is a CERTIFIED FINANCIAL PLANNER® Professional, Retirement Income Certified Professional (RICP®), and member of Physicians Nationwide. He specializes in helping physicians, dentists, successful families, and those in or nearing retirement by transforming complex financial situations into a customized financial plan.

Photo of Wealth Management Advisor Daniel G. Krivos

Daniel G. Krivos

CLU®, ChFC®, CLF®, CASL®, RICP®

Wealth Management Advisor

Photo of Wealth Management Advisor Andrew Bird

Andrew Bird

CFP®, CLU®, RICP®, AEP®

Wealth Management Advisor

My mission is to develop enduring relationships, helping our clients achieve financial security and peace of mind. I specialize in working with families and business owners, motivating clients to take the necessary actions to make their financial dreams a reality. Please visit my website to learn more about my team and how we help clients create and implement a personalized financial plan.