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 any piece of your plan, please don't hesitate to contact us.
Cheryl A Dworak
Client Onboarding Specialist
Although Cheri does not directly communicate with clients, she works in the background to make sure the client onboarding experience is not only easy, but enjoyable as well.
Andrew J Rose
BBA, RICP®
Associate Director of Supervision
Drew serves as a second set of eyes to all investment account openings and transfers to ensure compliance and suitable asset allocations.
Kelly M Imig
CLU®, ChFC®, RICP®
Chief Supervision Officer
In an industry with constantly changing regulations, Kelly ensures that our team is continuing to be compliant in our operations, as well as continually educating ourselves on industry standards and regulations.
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.
Tomislav Dugandzic
RICP®
Wealth Management Advisor
Our team provides clarity and direction on how to best use their money now and in the future. We take a very client focused approach to our advice and take pride in our comprehensive planning that includes tax strategies. Many people have accounts, very few have an actual plan on how and when to strategically use the accounts.