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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Alone we can do so little; together we can do so much." – Helen Keller
"Alone We Can Do So Little; Together We Can Do So Much"
This powerful quote by Helen Keller constitutes our culture at Harmony Capital Partners. We believe by working with you, it allows us to create a wholesome and inclusive financial planning experience for you.
CLTC®, RICP®
Wealth Management Advisor
Jessica is the founder of Harmony Capital Partners and brings over 20 years of wealth management expertise to the practice. She enjoys a collaborative partnership with her clients and excels in helping people understand complex financial jargon through easy-to-understand metaphors. (Just ask her about her lollipops!)
Jessica earned a Bachelor of Science degree in communications from the University of WI-La Crosse and holds the Retirement Income Certified Professional (RICP®) and Certification for Long Term Care (CLTC®) designations.
Outside of the practice, Jessica enjoys attending concerts, splashing in the ocean, and discovering new places to travel to. She loves to host and entertain friends and family at her homes in WI and FL.
Associate Financial Advisor
Matt is originally from Portage, IN and moved to Chicago, IL in early 2002.
Matt graduated from Indiana University-Bloomington in 2001 with a B.S. in Elementary Education and went on to receive his Masters of Education in Administration in 2005 from DePaul University. He taught middle school at Chicago Public Schools from 2001 to 2006. In 2006, Matt became the Assistant Principal of the school until coming to Northwestern Mutual in May 2013 as a Financial Advisor.
Matt moved to Middleton, WI in 2015. He has been married to Jackie since 2002 and has three children; Maddie, Jolie, and Jax. Matt joined Schock & Associates in January 2020, where his role is Associate Financial Advisor and backup to Investment Operations.
Matt enjoys morning walks with his dog Gracie, hikes, paddle boarding, working out to keep mental focus, and spending time with family and friends in the cities throughout the year.
Fun Fact about Matt, his nickname within the team is "The Superintendent."
Associate Wealth Management Advisor
Hector began as a practitioner 2014. He is passionate about instilling financial literacy in our community, particularly in under-represented populations.
Hector graduated from the University of Wisconsin - Milwaukee with a background in Psychology and Business. He was a recipient of the Chancellor's Scholarship, which promoted volunteerism and developing a focus in a field that would impact people, which is what led him to pursue a career in financial planning.
Hector's focus is financial planning and investment management. He has a passion for research in the securities space as well as collaborating with his team.
Outside of the practice, Hector enjoys exploring Mexico and studying aviation.
M.S.
Associate Financial Advisor
Melissa Ramos is a “veteran” member of Northwestern Mutual (NM) and began her financial services journey back in 2001. Her beginnings as a graduate student from the University of Hawaii, she obtained her Master’s Degree in Organizational Management with a minor in Business Administration. Melissa opted to remain within NM and has worked at many capacities successfully within the organization leveraging her expertise in business operations, product knowledge and professional experience. Joining Harmony Capital Partners in December of 2023, Melissa has focused on what she does best, her efforts and concentration on Financial Planning by ensuring that clients have a comprehensive plan tailored to their goals and needs.
In her spare time, Melissa is heavily involved within her community and serves on the board for local Hispanic organizations. For fun, she enjoys her travel adventures by exploring new food spots and discovering domestically or international destinations.
Director of Investments and Operations
Jill began her career at Northwestern Mutual in 2013 as an Associate Financial Representative. She has held many titles over her decade of experience in the industry and recently joined Harmony Capital Partners as Director of Investments and Operations. With a keen eye for detail and commitment to excellence, she will ensure every client experience is seamless and supportive. In addition to her degree in Marketing, her professional qualifications include SIE, Series 6, and Series 63 certifications. Born and raised in Madison, WI, Jill now resides in New Glarus with her three young children.
Executive Assistant & Client Service Coordinator
Molly embarked on her professional journey at Northwestern Mutual in March 2024 as an Executive Assistant. Armed with over a decade of expertise in customer service and scheduling, she brings a wealth of experience to the table. Hailing from Southern Wisconsin, Molly's roots run deep in the region's outdoor offerings, which she wholeheartedly embraces. Family time holds a special place in her heart, often spent with her two children. Beyond family outings, Molly finds joy in exploring farmers markets, hunting for treasures in thrift stores, and indulging in the tranquility of fishing. Fun fact about Molly, she loves graphic design and trying new restaurants.
Planning Assistant
Demetrius Barnes, a young professional from the University of Wisconsin-Whitewater, dives into the world of finance with Northwestern Mutual. Fueled by the motto “Strive to be the best you can today”, he aims to leave a lasting impact on his community by promoting financial literacy. Passionate and driven, Demetrius envisions a future where everyone has the tools to achieve financial empowerment. In addition, he enjoys watching sports as his favorite sports teams are mainly in NYC.
Operations Assistant
Jackie commenced her tenure at Northwestern Mutual a year ago, following a distinguished 30-year career in the medical field, specializing in billing. As an operations assistant, she enjoys meeting clients when they visit the office.She deeply values family time, finding immense joy and laughter in the company of her three grandchildren. Jackie is also passionate about exploring wineries, dining at supper clubs, enjoying music, and boating. An avid traveler, Jackie aspires to visit Europe, which remains on her bucket list.
Client Service Administrator
Joleen brings a high attention to detail to our team and keeps the “train on the tracks”. In her role, she ensures clients have an easy and smooth transition during the onboarding process and top-notch service after. Joleen is a people person and believes the client experience is done best with compassion and a genuine desire to help others. She takes pride in truly listening to the needs of others and provides exceptional support.
Joleen enjoys spending time with her family in Florida as well as in Illinois and Michigan. Joleen and her husband have been married since 1991 and we have 2 adult sons, Tyler and Rumen. Fun fact about Joleen, she enjoys making crafts.
Forbes has recognized Jessica Schock as one of the top
financial security professionals in Wisconsin. Many thanks to our
hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.