Jim Schroeter Jr
Wealth Management Advisor|CFP®
Our team
Our team is committed to helping you achieve financial freedom. Through continuous hard work, dedication and leadership we are here to provide you with confidence, to ensure your financial plan continuously improves to reach financial success.
Nicole Dehnel
Director of Operations and Client Service
Nicole specializes in understanding what the client's needs are and handles all our documentation and client tracking. She is an expert in case management and processing client service requests and policy delivery. Nicole is consistently evaluating our team efficiencies, ensuring that your experience working with us is outstanding. Nicole enjoys spending time her husband and their two little boys, along with camping with family and friends.
How can Nicole help you?
- She assists in the client onboarding process.
- She can answer general questions around your insurance products.
- She is our contact person for any underwriting questions you may have.
Kevin Paul Ruhl
Investment Operations
Kevin is a committed learner and leader who believes in educating clients to empower them to make decisions that are in their best interest. These tools ensure the development and growth of the clients insurance and investment experience.
How can Kevin help you?
- He helps maintain client relationships by being a point of contact for client questions.
- He assists Jim with working through your investment opportunities.
- He will assist you with scheduling a time with Jim to review your financial plan.
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.
Bradley J. Baune
CLU®, ChFC®
Financial Representative
Baune Financial is a team of 20 based in Minneapolis delivering Financial Security planning for clients throughout the US. We have chosen to make our primary focus the partners and principals of the Big 4 professional service firms: Deloitte, EY, KPMG and PWC. Brad Baune aligned with Northwestern Mutual in 1983 and has one of the top teams in the company.
Christopher Fugman
CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor
I help successful people plan. I see a lot of people who are doing the "right things" but most have no idea how they are doing in relationship to their long term goals. By helping people develop a plan, our team can encourage families to enjoy life (without guilt) because they have taken the necessary steps to secure tomorrow.
Michael Erpelding
CLU®, ChFC®, RICP®
Wealth Management Advisor
Contact us for an introductory meeting or call so we can understand where you're at today, where you're trying to get to and how we can help.
Mike Sedjo
CFP®
Wealth Management Advisor
Mike has a team of 8, which includes three CERTIFIED FINANCIAL PLANERS™ Practitioners, an ACCREDITED ESTATE PLANNER®, a Chartered Advisor in Philanthropy and a Retirement Income Certified Professional. We work to have a detailed understanding all our client’s goals then begin with the end in mind to reverse engineer a financial plan to help ensure our clients and their families achieve success.
